WhiteOak Capital Large Cap Fund Regular Plan Growth vs Tata Large Cap Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth 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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Fund WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹553 Cr ₹2316 Cr ₹2316 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100 ₹100
Min Addl Investment ₹500 ₹1000 ₹1000
Launch Date 01 Dec 2022 07 May 1998 07 May 1998
Category Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark BSE 100 NIFTY 100 TRI NIFTY 100 TRI
Turn Over 0.0% 20.36% 20.36%
Expense Ratio 2.36 2.05 2.05
Manager Piyush Baranwal Kapil Malhotra Kapil Malhotra
ISIN Code INF03VN01662 INF277K01931 INF277K01931
Exits Load Exit load of 1%, if redeemed within 1 month./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month -4.46% -5.73% -5.73%
6 Month 7.41% 3.5% 3.5%
1 Year 30.36% 24.74% 24.74%
3 Year - 12.14% 12.14%
5 Year - 15.64% 15.64%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
6 Month - - -
1 Year 22.28% 14.35% 14.35%
3 Year - 19.1% 19.1%
5 Year - 19.51% 19.51%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 35.62% 13.29% 13.29%
3 Year - 13.26% 13.26%
5 Year - 13.56% 13.56%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation - 12.66% 12.66%
Sharp - 0.54% 0.54%
Beta - 0.98% 0.98%
Alpha - 0.46% 0.46%

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Fund Managers

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Name Piyush Baranwal Kapil Malhotra Kapil Malhotra
Total AUM ₹5379 Cr ₹18472 Cr ₹18472 Cr
Fund Manage 9 7 7
WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 12.65 1.57 1.57
Large Cap 76.39 86.91 86.91
Mid Cap 4.85 6.74 6.74
Small Cap 6.12 4.78 4.78

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Financial 35.63 27.64 27.64
Others -0.76 1.55 1.55
Insurance 1.45 0.7 0.7
Energy 6.3 17.34 17.34
Materials 2.29 3.91 3.91
Technology 7.26 8.66 8.66
Construction 4.53 5.73 5.73
Metals & Mining 2.52 2.31 2.31
Healthcare 4.3 6 6
Automobile 5.04 6.34 6.34
Capital Goods 8.17 5.76 5.76
Consumer Staples 7.44 8.69 8.69
Consumer Discretionary 2.87 - -
Chemicals 1.55 - -
Communication 2.28 0.81 0.81
Services 9.14 4.56 4.56

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