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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Aditya Birla Sun Life Frontline Equity Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon Aditya Birla Sun Life Large Cap Fund-Growth

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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 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) ₹1104 Cr ₹31016 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 1.76% 1.47%
6 Month 5.96% 5.55%
1 Year 4.11% 5.31%
3 Year 15.81% 14.66%
5 Year - 16.72%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Aditya Birla Sun Life Large Cap Fund-Growth
6 Month 3.97% 3.77%
1 Year 17% 16.28%
3 Year 16.52% 14.66%
5 Year - 14.52%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Aditya Birla Sun Life Large Cap Fund-Growth
1 Year 25.45% 17.61%
3 Year - 15.51%
5 Year - 15.25%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Aditya Birla Sun Life Large Cap Fund-Growth
Standard Deviation - 11.80%
Sharp - 0.68%
Beta - 0.96%
Alpha - 0.60%

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 16.53 3.43
Large Cap 75.06 85.16
Small Cap 4.19 7.11
Mid Cap 4.23 4.25

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Aditya Birla Sun Life Large Cap Fund-Growth

Others 6.49 3.43
Communication Services 6.58 -
Energy 4.19 -
Technology 8.26 -
Industrials 6.3 -
Financial Services 34.47 -
Basic Materials 5.48 -
Real Estate 3.66 -
Healthcare 6.02 -
Consumer Cyclical 14.12 -
Consumer Defensive 3.12 -
Utilities 1.3 -
Telecom - Services - 4.41
Petroleum Products - 5.38
Electrical Equipment - 1.8
IT - Software - 8.38
Retailing - 3.41
Personal Products - 2.27
Construction - 4.9
Finance - 5.72
Diversified FMCG - 3
Non - Ferrous Metals - 1.38
Banks - 25.51
Pharmaceuticals & Biotechnology - 4.24
Aerospace & Defense - 0.39
Cement & Cement Products - 1.34
Automobiles - 7.07
Insurance - 2.91
Consumer Durables - 3.77
Transport Services - 1.36
Beverages - 1.08
Diversified Metals - 0.55
Food Products - 0.58
Entertainment - 0.12
Realty - 1.31
Industrial Products - 0.53
Auto Components - 0.73
Healthcare Services - 1.1
Fertilizers & Agrochemicals - 0.64
Industrial Manufacturing - 0.25
Power - 2.39

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