WhiteOak Capital Large Cap Fund Regular Plan Growth vs HDFC Top 100 Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon HDFC Top 100 Fund - Growth Option - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
Fund WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹635 Cr ₹36467 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 01 Dec 2022 11 Oct 1996
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark BSE 100 NIFTY 100 TRI
Turn Over 0.0% 14.32%
Expense Ratio 2.33 1.61
Manager Piyush Baranwal Dhruv Muchhal
ISIN Code INF03VN01662 INF179K01BE2
Exits Load WhiteOak Capital Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 HDFC Top 100 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
1 Month 2.4% -
6 Month 4.34% 0.24%
1 Year 22.17% 12.67%
3 Year - 17.54%
5 Year - 16.81%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
6 Month - -
1 Year 16.12% 4.14%
3 Year - 18.76%
5 Year - 20.53%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
1 Year 35.62% 17.48%
3 Year - 15.37%
5 Year - 14.84%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
Standard Deviation - 12.11%
Sharp - 1.21%
Beta - 0.89%
Alpha - 4.74%

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Fund Managers

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
Name Piyush Baranwal Dhruv Muchhal
Total AUM ₹5379 Cr ₹520687 Cr
Fund Manage 9 40
WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan

Market Cap

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

HDFC Top 100 Fund - Growth Option - Regular Plan

Others 4.23 3.04
Small Cap 8.44 -
Large Cap 79.12 93.87
Mid Cap 8.21 3.09

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

HDFC Top 100 Fund - Growth Option - Regular Plan

Others 4.23 3.04
Realty 2.4 0.67
Petroleum Products 2.75 3.51
IT - Software 7.98 7.8
Construction 2.61 5.78
Finance 7.3 1.7
Non - Ferrous Metals 0.98 1.08
Banks 23.19 31.14
Pharmaceuticals & Biotechnology 5.03 6.12
Automobiles 3.88 7.65
Electrical Equipment 3.94 0.74
Cement & Cement Products 1.17 1.4
Ferrous Metals 0.99 -
Personal Products 1.73 1.02
Insurance 2 0.41
Beverages 1.32 0.48
Healthcare Equipment & Supplies 0.75 -
Oil 0.96 0.77
Food Products 3.01 -
Aerospace & Defense 1.18 -
Consumer Durables 1.83 2.56
Industrial Products 0.36 0.22
Chemicals & Petrochemicals 1.77 0.85
Capital Markets 2.9 -
Telecom - Services 3.76 5.27
Financial Technology (Fintech) 0.45 -
Transport Services 1.27 -
Retailing 6.23 1.35
Household Products 0.67 -
IT - Services 0.59 -
Healthcare Services 0.25 0.26
Power 2.52 6.12
Diversified FMCG - 5.28
Agricultural Food & other Products - 1.36
Consumable Fuels - 3.42

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