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
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) | ₹698 Cr | ₹2408 Cr | ₹2408 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 | 2.31 | 2.04 | 2.04 |
Manager | Piyush Baranwal | Kapil Malhotra | Kapil Malhotra |
ISIN Code | INF03VN01662 | INF277K01931 | INF277K01931 |
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 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap 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 | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Month | 6.24% | 6.11% | 6.11% |
6 Month | -9.18% | -10.3% | -10.3% |
1 Year | 8.22% | 4.25% | 4.25% |
3 Year | - | 12.1% | 12.1% |
5 Year | - | 24.29% | 24.29% |
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 | -2.93% | -2.17% | -2.17% |
1 Year | -3.21% | -6.1% | -6.1% |
3 Year | - | 13.68% | 13.68% |
5 Year | - | 15.73% | 15.73% |
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 | 33.98% | 13.34% | 13.34% |
3 Year | - | 13.25% | 13.25% |
5 Year | - | 13.65% | 13.65% |
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 | - | 0.41% | 0.41% |
Beta | - | 0.97% | 0.97% |
Alpha | - | 0.51% | 0.51% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 10.71 | 1.95 | 1.95 |
Large Cap | 78.39 | 82.52 | 82.52 |
Mid Cap | 6.2 | 10.83 | 10.83 |
Small Cap | 4.7 | 4.69 | 4.69 |
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 |
---|---|---|---|
Others | 8.03 | 1.95 | 1.95 |
Energy | 3.69 | 5.27 | 5.27 |
Technology | 10.31 | 9.77 | 9.77 |
Consumer Cyclical | 12.77 | 7.93 | 7.93 |
Industrials | 8.83 | 11.63 | 11.63 |
Financial Services | 33.65 | 35.45 | 35.45 |
Basic Materials | 4 | 4.82 | 4.82 |
Healthcare | 5.81 | 7.01 | 7.01 |
Consumer Defensive | 3.02 | 6.15 | 6.15 |
Real Estate | 1.82 | 0.93 | 0.93 |
Utilities | 2.95 | 6.22 | 6.22 |
Communication Services | 5.13 | 2.88 | 2.88 |
Top Comparisons
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
SBI International Access - US Equity FoF - Regular Plan - Growth
3Y Returns9.6%
DSP World Mining Fund - Regular Plan - Growth
3Y Returns-4.39%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns17.36%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns9.01%
WhiteOak Capital Mid Cap Fund Regular Plan Growth
3Y Returns0%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns27.41%