WhiteOak Capital Large Cap Fund Regular Plan Growth vs SBI Blue Chip Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon SBI Blue Chip Fund-Regular Plan Growth

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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 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) ₹553 Cr ₹49182 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 01 Dec 2022 01 Feb 2006
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark BSE 100 BSE 100
Turn Over 0.0% 15%
Expense Ratio 2.36 1.52
Manager Piyush Baranwal Pradeep Kesavan
ISIN Code INF03VN01662 INF200K01180
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth
1 Month 2.35% 4.13%
6 Month 19.65% 20.29%
1 Year 40.59% 27.3%
3 Year - 14.87%
5 Year - 20.04%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth
6 Month - -
1 Year 16.68% 12.56%
3 Year 25.7% 30.19%
5 Year 25.7% 60.96%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth
1 Year 24.23% 19.79%
3 Year 29.85% 47.75%
5 Year 29.85% 66.43%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth
Standard Deviation - 11.31%
Sharp - 0.76%
Beta - 0.9%
Alpha - 1.19%

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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
Fund Manage 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 12.65 2.38
Large Cap 76.39 81.97
Mid Cap 4.85 14.74
Small Cap 6.12 0.91

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

SBI Blue Chip Fund-Regular Plan Growth

Financial 35.63 -
Others -0.76 2.38
Insurance 1.45 3.63
Energy 6.3 -
Materials 2.29 -
Technology 7.26 -
Construction 4.53 4.47
Metals & Mining 2.52 -
Healthcare 4.3 -
Automobile 5.04 -
Capital Goods 8.17 -
Consumer Staples 7.44 -
Consumer Discretionary 2.87 -
Chemicals 1.55 -
Communication 2.28 -
Services 9.14 -
Petroleum Products - 5.59
IT - Software - 8.6
Consumer Durables - 0.65
Healthcare Services - 0.67
Diversified FMCG - 6.16
Non - Ferrous Metals - 1.41
Banks - 21.35
Pharmaceuticals & Biotechnology - 5.22
Automobiles - 8.22
Cement & Cement Products - 3.08
Auto Components - 6.02
Finance - 4.28
Gas - 0.25
Electrical Equipment - 1.88
Retailing - 1.54
Food Products - 2.9
Realty - 2.62
Industrial Products - 2.57
Telecom - Services - 2.47
Fertilizers & Agrochemicals - 0.46
Ferrous Metals - 1.06
Textiles & Apparels - 2.52

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