WhiteOak Capital Large Cap Fund Regular Plan Growth vs Aditya Birla Sun Life Frontline Equity Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Aditya Birla Sun Life Large Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1014 Cr | ₹29867 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 01 Dec 2022 | 30 Aug 2002 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | NIFTY 100 TRI |
Turn Over | 0.0% | 45% |
Expense Ratio | 2.31 | 1.65 |
Manager | Piyush Baranwal | Dhaval Joshi |
ISIN Code | INF03VN01662 | INF209K01BR9 |
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 | Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Month | 1.73% | 1.62% |
6 Month | 14.59% | 13.86% |
1 Year | 1% | -0.92% |
3 Year | - | 14.57% |
5 Year | - | 19.27% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
6 Month | 3.84% | 3.14% |
1 Year | 11.83% | 10.63% |
3 Year | - | 14.75% |
5 Year | - | 14.78% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Year | 28.9% | 17.99% |
3 Year | - | 15.49% |
5 Year | - | 15.13% |
Risk Management
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Standard Deviation | - | 11.64% |
Sharp | - | 0.71% |
Beta | - | 0.94% |
Alpha | - | 1.67% |
Fund Managers
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Name | Piyush Baranwal | Dhaval Joshi |
Total AUM | ₹5379 Cr | ₹361932 Cr |
Funds Managed | 9 | 55 |
WhiteOak Capital Large Cap Fund Regular Plan Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
Market Cap
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 19 | 7.15 |
Large Cap | 71.08 | 81.14 |
Small Cap | 5.31 | 7.96 |
Mid Cap | 4.6 | 3.75 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 8.8 | 4.23 |
Communication Services | 6.86 | 4.45 |
Energy | 4.01 | 5.82 |
Technology | 7.89 | 8.07 |
Industrials | 9.74 | 9.8 |
Financial Services | 33.6 | 34.3 |
Basic Materials | 4.79 | 4.96 |
Real Estate | 3.29 | 1.36 |
Healthcare | 5.4 | 5.91 |
Consumer Cyclical | 11.04 | 11.56 |
Consumer Defensive | 2.85 | 7.1 |
Utilities | 1.72 | 2.43 |
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