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) | ₹925 Cr | ₹29859 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 | 3.41% | 3.43% |
6 Month | 3.65% | 5.28% |
1 Year | 6.33% | 5.63% |
3 Year | - | 20% |
5 Year | - | 21.53% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
6 Month | 10.17% | 10.06% |
1 Year | 14.53% | 13.81% |
3 Year | - | 18.42% |
5 Year | - | 17.48% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Year | 31.12% | 18.27% |
3 Year | - | 15.37% |
5 Year | - | 15.06% |
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 | - | 0.84% |
Beta | - | 0.94% |
Alpha | - | 1.43% |
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 | 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 | 17.89 | 6.91 |
Large Cap | 72.55 | 134.77 |
Mid Cap | 5.24 | 39.54 |
Small Cap | 4.31 | 18.87 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 10.89 | 6.91 |
Communication Services | 6.68 | - |
Energy | 4.11 | - |
Technology | 8.81 | - |
Industrials | 9.91 | - |
Financial Services | 34.75 | - |
Basic Materials | 3.89 | - |
Healthcare | 5.18 | - |
Consumer Cyclical | 9.51 | - |
Utilities | 2.18 | - |
Real Estate | 1.45 | - |
Consumer Defensive | 2.65 | - |
Telecom - Services | - | 6.22 |
Petroleum Products | - | 11.36 |
Electrical Equipment | - | 3.29 |
Industrial Products | - | 4.73 |
IT - Software | - | 13.37 |
Retailing | - | 6.72 |
Cement & Cement Products | - | 4.52 |
Personal Products | - | 2.52 |
Construction | - | 6.96 |
Finance | - | 15.87 |
Diversified FMCG | - | 2.97 |
Pharmaceuticals & Biotechnology | - | 7.91 |
Non - Ferrous Metals | - | 2.6 |
Banks | - | 40.71 |
Chemicals & Petrochemicals | - | 1.21 |
Healthcare Services | - | 2.47 |
Aerospace & Defense | - | 3.86 |
Auto Components | - | 7.07 |
Leisure Services | - | 3.34 |
Power | - | 4.31 |
Automobiles | - | 8.8 |
Transport Services | - | 4.5 |
Insurance | - | 4.87 |
Consumer Durables | - | 6.65 |
Textiles & Apparels | - | 4 |
Beverages | - | 3.29 |
Diversified Metals | - | 1.22 |
Realty | - | 3.01 |
Oil | - | 0.34 |
Food Products | - | 0.56 |
Entertainment | - | 0.2 |
Fertilizers & Agrochemicals | - | 0.82 |
Industrial Manufacturing | - | 0.27 |
Ferrous Metals | - | 1.94 |
Transport Infrastructure | - | 0.7 |
Top Comparisons
Mirae Asset Flexi Cap Fund - Regular Plan - Growth
3Y Returns0%
Quant Flexi Cap Fund-Growth
3Y Returns23.9%
Invesco India GILT Fund - Growth
3Y Returns7.55%
HSBC Gilt Fund - Regular Growth
3Y Returns6.67%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.56%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.31%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns22%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%