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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

Invest Now

tortoise-icon Invesco India Largecap Fund - Growth

Invest Now

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% 6.12%
6 Month 19.65% 24.37%
1 Year 40.59% 39.91%
3 Year - 17.32%
5 Year - 20.78%

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 24.23% 20.5%
3 Year 29.85% 50.51%
5 Year 29.85% 74.23%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Invesco India Largecap Fund - Growth
Standard Deviation - 12.81%
Sharp - 0.81%
Beta - 0.98%
Alpha - 1.72%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.24%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.24%

Compare Now

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns27.65%

VS

Aditya Birla Sun Life Small Cap Fund - GROWTH Aditya Birla Sun Life Small Cap Fund - GROWTH

3Y Returns20.29%

Compare Now

ITI Liquid Fund Regular - Growth ITI Liquid Fund Regular - Growth

3Y Returns5.63%

VS

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns5.94%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns25.91%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns19.99%

Compare Now
Request call back
Add to Cart Successfully