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) | ₹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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