WhiteOak Capital Large Cap Fund Regular Plan Growth vs Nippon India Large Cap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Nippon India Large Cap Fund- Growth Plan Bonus Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹698 Cr | ₹29485 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 01 Dec 2022 | 08 Aug 2007 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | BSE 100 |
Turn Over | 0.0% | 52% |
Expense Ratio | 2.31 | 1.62 |
Manager | Piyush Baranwal | Ashutosh Bhargava |
ISIN Code | INF03VN01662 | INF204K01554 |
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 | Exit load of 1% if redeemed within 7 days./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
1 Month | 5.17% | -5.26% |
6 Month | -9.37% | 4.76% |
1 Year | 11.47% | 28.13% |
3 Year | - | 18.29% |
5 Year | - | 19.32% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
6 Month | -1.29% | - |
1 Year | -1.95% | 18.7% |
3 Year | - | 24.98% |
5 Year | - | 24.96% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
1 Year | 33.98% | 12.73% |
3 Year | - | 13.72% |
5 Year | - | 14.17% |
Risk Management
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Standard Deviation | - | 12.42% |
Sharp | - | 0.98% |
Beta | - | 0.93% |
Alpha | - | 6.39% |
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Fund Managers
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Name | Piyush Baranwal | Ashutosh Bhargava |
Total AUM | ₹5379 Cr | ₹121448 Cr |
Funds Managed | 9 | 12 |
WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
Market Cap
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Others | 10.71 | 0.74 |
Large Cap | 78.39 | 83.62 |
Mid Cap | 6.2 | 8.92 |
Small Cap | 4.7 | 6.72 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Others | 8.03 | 0.74 |
Energy | 3.69 | 13.71 |
Technology | 10.31 | 5.82 |
Consumer Cyclical | 12.77 | - |
Industrials | 8.83 | - |
Financial Services | 33.65 | - |
Basic Materials | 4 | - |
Healthcare | 5.81 | 2.35 |
Consumer Defensive | 3.02 | - |
Real Estate | 1.82 | - |
Utilities | 2.95 | - |
Communication Services | 5.13 | - |
Capital Goods | - | 6.48 |
Construction | - | 3.68 |
Financial | - | 32.78 |
Consumer Staples | - | 9.78 |
Materials | - | 2.11 |
Services | - | 7.57 |
Metals & Mining | - | 2.31 |
Automobile | - | 7.04 |
Insurance | - | 3.17 |
Communication | - | 1.02 |
Diversified | - | 0.38 |
Chemicals | - | 0.7 |
Textiles | - | 0.36 |
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