- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Large Cap Fund Regular Plan Growth vs HSBC Large Cap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹698 Cr | ₹1828 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 01 Dec 2022 | 10 Dec 2002 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | NIFTY 100 TRI |
| Turn Over | 0.0% | 63% |
| Expense Ratio | 2.31 | 2.13 |
| Manager | Piyush Baranwal | Gautam Bhupal |
| ISIN Code | INF03VN01662 | INF336L01016 |
| 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 | HSBC Large Cap 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 | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.9% | -2.78% |
| 6 Month | -7.29% | -9.75% |
| 1 Year | 9% | 3.7% |
| 3 Year | - | 11.54% |
| 5 Year | - | 13.84% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -3.51% | -7.71% |
| 3 Year | - | 12.5% |
| 5 Year | - | 14.28% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 34.58% | 16.04% |
| 3 Year | - | 12.53% |
| 5 Year | - | 12.28% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 13.598% |
| Sharp | - | 0.473% |
| Beta | - | 0.989% |
| Alpha | - | -0.718% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Gautam Bhupal |
| Total AUM | ₹5379 Cr | ₹25949 Cr |
| Fund Manage | 9 | 13 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.23 | 2.06 |
| Small Cap | 8.44 | 5.91 |
| Large Cap | 79.12 | 81.25 |
| Mid Cap | 8.21 | 10.78 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.23 | 2.06 |
| Realty | 2.4 | 3.03 |
| Petroleum Products | 2.75 | 3.19 |
| IT - Software | 7.98 | 12.16 |
| Construction | 2.61 | 4.73 |
| Finance | 7.3 | 5.46 |
| Non - Ferrous Metals | 0.98 | - |
| Banks | 23.19 | 20.16 |
| Pharmaceuticals & Biotechnology | 5.03 | 7.11 |
| Automobiles | 3.88 | 2.46 |
| Electrical Equipment | 3.94 | - |
| Cement & Cement Products | 1.17 | 2.1 |
| Ferrous Metals | 0.99 | 1.95 |
| Personal Products | 1.73 | - |
| Insurance | 2 | - |
| Beverages | 1.32 | 1.68 |
| Healthcare Equipment & Supplies | 0.75 | - |
| Oil | 0.96 | 1.26 |
| Food Products | 3.01 | - |
| Aerospace & Defense | 1.18 | 5.05 |
| Consumer Durables | 1.83 | 1.45 |
| Industrial Products | 0.36 | - |
| Chemicals & Petrochemicals | 1.77 | - |
| Capital Markets | 2.9 | 4.09 |
| Telecom - Services | 3.76 | 3.33 |
| Financial Technology (Fintech) | 0.45 | - |
| Transport Services | 1.27 | 1.82 |
| Retailing | 6.23 | 5.72 |
| Household Products | 0.67 | - |
| IT - Services | 0.59 | - |
| Healthcare Services | 0.25 | 1.72 |
| Power | 2.52 | 2.19 |
| Diversified FMCG | - | 3.52 |
| Gas | - | 1 |
| Textiles & Apparels | - | 0.5 |
| Leisure Services | - | 2.26 |
Top Comparisons
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns17.97%
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
3Y Returns11.63%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns14.63%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns17.68%
Franklin India Smaller Companies Fund-Growth
3Y Returns19.65%
ICICI Prudential Smallcap Fund - Growth
3Y Returns16.33%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.15%
Mirae Asset Low Duration Fund- Growth
3Y Returns6.14%
