WhiteOak Capital Large Cap Fund Regular Plan Growth vs Invesco India Largecap Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon Invesco India Largecap Fund - Growth

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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 Invesco India Largecap Fund - Growth
Fund WhiteOak Capital Large Cap Fund Regular Plan Growth Invesco India Largecap Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹553 Cr ₹1144 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 01 Dec 2022 21 Aug 2009
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark BSE 100 NIFTY 100 TRI
Turn Over 0.0% 56%
Expense Ratio 2.36 2.11
Manager Piyush Baranwal Hiten Jain
ISIN Code INF03VN01662 INF205K01304
Exits Load Exit load of 1%, if redeemed within 1 month./365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Invesco India Largecap Fund - Growth
1 Month 2.35% -5.83%
6 Month 19.65% 9.65%
1 Year 40.59% 38.46%
3 Year - 13.71%
5 Year - 18.12%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Invesco India Largecap Fund - Growth
6 Month - -
1 Year 16.68% 16.1%
3 Year 25.7% 35.52%
5 Year 25.7% 65.79%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Invesco India Largecap Fund - Growth
1 Year 35.64% 11.34%
3 Year - 12.85%
5 Year - 12.86%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Invesco India Largecap Fund - Growth
Standard Deviation - 12.81%
Sharp - 0.78%
Beta - 0.98%
Alpha - 1.48%

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Fund Managers

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Invesco India Largecap Fund - Growth
Name Piyush Baranwal Hiten Jain
Total AUM ₹5379 Cr ₹4078 Cr
Fund Manage 9 4
WhiteOak Capital Large Cap Fund Regular Plan Growth Invesco India Largecap Fund - Growth

Market Cap

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Invesco India Largecap Fund - Growth

Others 12.65 2.01
Large Cap 76.39 81.07
Mid Cap 4.85 8.51
Small Cap 6.12 8.41

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Invesco India Largecap Fund - Growth

Financial 35.63 27.72
Others -0.76 1.18
Insurance 1.45 0.91
Energy 6.3 11.31
Materials 2.29 1.1
Technology 7.26 10.14
Construction 4.53 1.26
Metals & Mining 2.52 -
Healthcare 4.3 5.82
Automobile 5.04 6.33
Capital Goods 8.17 10.54
Consumer Staples 7.44 11.45
Consumer Discretionary 2.87 2.57
Chemicals 1.55 1.52
Communication 2.28 1.16
Services 9.14 6.99

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