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WhiteOak Capital Large Cap Fund Regular Plan Growth vs SBI Blue Chip Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
SBI Blue Chip Fund-Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Blue Chip Fund-Regular Plan Growth |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Blue Chip Fund-Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹698 Cr | ₹49128 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 01 Dec 2022 | 14 Feb 2006 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | BSE 100 TRI |
| Turn Over | 0.0% | 15% |
| Expense Ratio | 2.31 | 1.51 |
| Manager | Piyush Baranwal | Pradeep Kesavan |
| ISIN Code | INF03VN01662 | INF200K01180 |
| 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 | SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Blue Chip Fund-Regular Plan Growth |
|---|---|---|
| 1 Month | 6.68% | 6.87% |
| 6 Month | -8.53% | -8.73% |
| 1 Year | 10.07% | 8.19% |
| 3 Year | - | 12.89% |
| 5 Year | - | 23.8% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Blue Chip Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | -2.93% | -1.9% |
| 1 Year | -3.21% | -3.06% |
| 3 Year | - | 12.96% |
| 5 Year | - | 15.14% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Blue Chip Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 33.98% | 13.25% |
| 3 Year | - | 12.31% |
| 5 Year | - | 13.28% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Blue Chip Fund-Regular Plan Growth |
|---|---|---|
| Standard Deviation | - | 11.31% |
| Sharp | - | 0.44% |
| Beta | - | 0.88% |
| Alpha | - | 0.84% |
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Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Blue Chip Fund-Regular Plan Growth |
|---|---|---|
| Name | Piyush Baranwal | Pradeep Kesavan |
| Total AUM | ₹5379 Cr | ₹434274 Cr |
| Funds Managed | 9 | 43 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Blue Chip Fund-Regular Plan Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
SBI Blue Chip Fund-Regular Plan Growth |
|---|---|---|
| Others | 10.71 | 5.83 |
| Large Cap | 78.39 | 80.33 |
| Mid Cap | 6.2 | 12.09 |
| Small Cap | 4.7 | 1.76 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
SBI Blue Chip Fund-Regular Plan Growth |
|---|---|---|
| Others | 8.03 | 5.66 |
| Energy | 3.69 | 5.15 |
| Technology | 10.31 | 9.79 |
| Consumer Cyclical | 12.77 | 15.25 |
| Industrials | 8.83 | 8.22 |
| Financial Services | 33.65 | 30.02 |
| Basic Materials | 4 | 5.16 |
| Healthcare | 5.81 | 6.32 |
| Consumer Defensive | 3.02 | 10.26 |
| Real Estate | 1.82 | 1.36 |
| Utilities | 2.95 | - |
| Communication Services | 5.13 | 2.79 |
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