WhiteOak Capital Large Cap Fund Regular Plan Growth vs Tata Large Cap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
| 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 |
| 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 | 2.35% | 3.83% | 3.83% |
| 6 Month | 19.65% | 19.32% | 19.32% |
| 1 Year | 40.59% | 33.68% | 33.68% |
| 3 Year | - | 16.17% | 16.17% |
| 5 Year | - | 19.39% | 19.39% |
| 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 | 16.68% | 16.44% | 16.44% |
| 3 Year | 25.7% | 35.74% | 35.74% |
| 5 Year | 25.7% | 67.49% | 67.49% |
| 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 | 24.23% | 20.39% | 20.39% |
| 3 Year | 29.85% | 50.56% | 50.56% |
| 5 Year | 29.85% | 72.58% | 72.58% |
| 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 | - | 0.77% | 0.77% |
| Beta | - | 0.98% | 0.98% |
| Alpha | - | 1.01% | 1.01% |
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| 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 |
| 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 |
| 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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