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 | Average |
| Asset Size (Cr) | ₹635 Cr | ₹2415 Cr | ₹2415 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 | 2.33 | 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 |
| 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 | -3.21% | -1.42% | -1.42% |
| 6 Month | -1.6% | -5.03% | -5.03% |
| 1 Year | 16.8% | 11.26% | 11.26% |
| 3 Year | - | 11.75% | 11.75% |
| 5 Year | - | 15.43% | 15.43% |
| 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 | 5.34% | -1.01% | -1.01% |
| 3 Year | - | 14.74% | 14.74% |
| 5 Year | - | 16.92% | 16.92% |
| 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 | 35.27% | 13.29% | 13.29% |
| 3 Year | - | 13.26% | 13.26% |
| 5 Year | - | 13.56% | 13.56% |
| 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 | - | 0.49% | 0.49% |
| Beta | - | 0.98% | 0.98% |
| Alpha | - | 0.56% | 0.56% |
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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 | 4.23 | 3.07 | 3.07 |
| Small Cap | 8.44 | 5.87 | 5.87 |
| Large Cap | 79.12 | 83.72 | 83.72 |
| Mid Cap | 8.21 | 7.34 | 7.34 |
| 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 | 4.23 | 3.07 | 3.07 |
| Realty | 2.4 | 1.02 | 1.02 |
| Petroleum Products | 2.75 | 6.57 | 6.57 |
| IT - Software | 7.98 | 9.69 | 9.69 |
| Construction | 2.61 | 4.06 | 4.06 |
| Finance | 7.3 | 3.57 | 3.57 |
| Non - Ferrous Metals | 0.98 | - | - |
| Banks | 23.19 | 22.96 | 22.96 |
| Pharmaceuticals & Biotechnology | 5.03 | 7.72 | 7.72 |
| Automobiles | 3.88 | 6.61 | 6.61 |
| Electrical Equipment | 3.94 | 2.83 | 2.83 |
| Cement & Cement Products | 1.17 | 1.96 | 1.96 |
| Ferrous Metals | 0.99 | 0.96 | 0.96 |
| Personal Products | 1.73 | 3.6 | 3.6 |
| Insurance | 2 | 1.64 | 1.64 |
| Beverages | 1.32 | - | - |
| Healthcare Equipment & Supplies | 0.75 | - | - |
| Oil | 0.96 | - | - |
| Food Products | 3.01 | 0.65 | 0.65 |
| Aerospace & Defense | 1.18 | - | - |
| Consumer Durables | 1.83 | 2.97 | 2.97 |
| Industrial Products | 0.36 | - | - |
| Chemicals & Petrochemicals | 1.77 | - | - |
| Capital Markets | 2.9 | 1.56 | 1.56 |
| Telecom - Services | 3.76 | 0.67 | 0.67 |
| Financial Technology (Fintech) | 0.45 | - | - |
| Transport Services | 1.27 | 0.67 | 0.67 |
| Retailing | 6.23 | - | - |
| Household Products | 0.67 | - | - |
| IT - Services | 0.59 | 1.22 | 1.22 |
| Healthcare Services | 0.25 | - | - |
| Power | 2.52 | 7.26 | 7.26 |
| Diversified FMCG | - | 2.3 | 2.3 |
| Gas | - | 1.24 | 1.24 |
| Agricultural Food & other Products | - | 1.72 | 1.72 |
| Diversified Metals | - | 1.23 | 1.23 |
| Industrial Manufacturing | - | 0.85 | 0.85 |
| Transport Infrastructure | - | 1.4 | 1.4 |
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