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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Nippon India Large Cap Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon Nippon India Large Cap Fund- Growth Plan Bonus Option

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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 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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