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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Invesco India Largecap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Invesco India Largecap Fund - Growth
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹698 Cr | ₹1301 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 | 2.31 | 2.09 |
| Manager | Piyush Baranwal | Hiten Jain |
| ISIN Code | INF03VN01662 | INF205K01304 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Month | -1.9% | -4.41% |
| 6 Month | -7.29% | -11.46% |
| 1 Year | 9% | 4.7% |
| 3 Year | - | 11.58% |
| 5 Year | - | 14.37% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -4.45% | -9.91% |
| 3 Year | - | 13.07% |
| 5 Year | - | 15.4% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 34.58% | 11.6% |
| 3 Year | - | 12.85% |
| 5 Year | - | 12.99% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.81% |
| Sharp | - | 0.43% |
| Beta | - | 0.99% |
| Alpha | - | -0.1% |
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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 | 4.23 | 1.04 |
| Small Cap | 8.44 | 7.88 |
| Large Cap | 79.12 | 82.18 |
| Mid Cap | 8.21 | 8.9 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 4.23 | 1.04 |
| Realty | 2.4 | - |
| Petroleum Products | 2.75 | 6.61 |
| IT - Software | 7.98 | 10.75 |
| Construction | 2.61 | - |
| Finance | 7.3 | 4.06 |
| Non - Ferrous Metals | 0.98 | - |
| Banks | 23.19 | 22.34 |
| Pharmaceuticals & Biotechnology | 5.03 | 3.31 |
| Automobiles | 3.88 | 5.96 |
| Electrical Equipment | 3.94 | 3.29 |
| Cement & Cement Products | 1.17 | - |
| Ferrous Metals | 0.99 | - |
| Personal Products | 1.73 | - |
| Insurance | 2 | 0.75 |
| Beverages | 1.32 | 3.74 |
| Healthcare Equipment & Supplies | 0.75 | 0.43 |
| Oil | 0.96 | - |
| Food Products | 3.01 | 1.17 |
| Aerospace & Defense | 1.18 | 4.14 |
| Consumer Durables | 1.83 | 6.78 |
| Industrial Products | 0.36 | 1.08 |
| Chemicals & Petrochemicals | 1.77 | - |
| Capital Markets | 2.9 | 2.07 |
| Telecom - Services | 3.76 | 2.97 |
| Financial Technology (Fintech) | 0.45 | 1.41 |
| Transport Services | 1.27 | 1.14 |
| Retailing | 6.23 | 4.03 |
| Household Products | 0.67 | 0.98 |
| IT - Services | 0.59 | - |
| Healthcare Services | 0.25 | 2.56 |
| Power | 2.52 | 1.98 |
| Agricultural Food & other Products | - | 3.26 |
| Fertilizers & Agrochemicals | - | 1.08 |
| Auto Components | - | 2.2 |
| Industrial Manufacturing | - | 0.87 |
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