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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 Risk | Very High Risk |
| 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 | -1.9% | -2.21% |
| 6 Month | -7.29% | -7.77% |
| 1 Year | 9% | 7.77% |
| 3 Year | - | 11.96% |
| 5 Year | - | 14.94% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Blue Chip Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -4.45% | -5.03% |
| 3 Year | - | 11.55% |
| 5 Year | - | 14.98% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Blue Chip Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 34.58% | 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 | - | 0.51% |
| Beta | - | 0.88% |
| Alpha | - | 0.74% |
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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 | 4.23 | 5.14 |
| Small Cap | 8.44 | 0.81 |
| Large Cap | 79.12 | 80.43 |
| Mid Cap | 8.21 | 13.62 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
SBI Blue Chip Fund-Regular Plan Growth |
|---|---|---|
| Others | 4.23 | 5.14 |
| Realty | 2.4 | 2.31 |
| Petroleum Products | 2.75 | 4.68 |
| IT - Software | 7.98 | 9.04 |
| Construction | 2.61 | 4.45 |
| Finance | 7.3 | 2.34 |
| Non - Ferrous Metals | 0.98 | 1.36 |
| Banks | 23.19 | 21.81 |
| Pharmaceuticals & Biotechnology | 5.03 | 6.39 |
| Automobiles | 3.88 | 8.16 |
| Electrical Equipment | 3.94 | 1.69 |
| Cement & Cement Products | 1.17 | 1.37 |
| Ferrous Metals | 0.99 | 0.91 |
| Personal Products | 1.73 | - |
| Insurance | 2 | 3.68 |
| Beverages | 1.32 | - |
| Healthcare Equipment & Supplies | 0.75 | - |
| Oil | 0.96 | - |
| Food Products | 3.01 | 2.95 |
| Aerospace & Defense | 1.18 | - |
| Consumer Durables | 1.83 | - |
| Industrial Products | 0.36 | 1 |
| Chemicals & Petrochemicals | 1.77 | - |
| Capital Markets | 2.9 | - |
| Telecom - Services | 3.76 | 2.69 |
| Financial Technology (Fintech) | 0.45 | - |
| Transport Services | 1.27 | - |
| Retailing | 6.23 | 1.92 |
| Household Products | 0.67 | - |
| IT - Services | 0.59 | - |
| Healthcare Services | 0.25 | 0.71 |
| Power | 2.52 | - |
| Diversified FMCG | - | 7.17 |
| Auto Components | - | 5.5 |
| Diversified Metals | - | 1.25 |
| Fertilizers & Agrochemicals | - | 0.77 |
| Textiles & Apparels | - | 2.71 |
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