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

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WhiteOak Capital Large Cap Fund Regular Plan Growth

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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)	₹1141 Cr	₹31451 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

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Aditya Birla Sun Life Large Cap Fund-Growth
1 Month	-0.42%	-1.26%
6 Month	3.56%	2.05%
1 Year	11.84%	11.15%
3 Year	17.45%	15.54%
5 Year	-	14.09%

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Aditya Birla Sun Life Large Cap Fund-Growth
6 Month	2.09%	1.85%
1 Year	12.04%	10.66%
3 Year	14.55%	12.6%
5 Year	-	13.32%

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Aditya Birla Sun Life Large Cap Fund-Growth
1 Year	19.94%	17.48%
3 Year	16.43%	15.52%
5 Year	-	15.28%

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Aditya Birla Sun Life Large Cap Fund-Growth
Standard Deviation	-	11.64%
Sharp	0.93%	0.85%
Beta	0.94%	0.94%
Alpha	2.35%	1.31%

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

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Aditya Birla Sun Life Large Cap Fund-Growth
Others	10.37	7.59
Large Cap	81.46	82.73
Small Cap	3.87	6.53
Mid Cap	4.3	3.15

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Aditya Birla Sun Life Large Cap Fund-Growth
Others	5.72	3.37
Telecom - Services	5.65	-
Petroleum Products	3.38	-
IT - Software	7.2	-
Construction	1.67	-
Finance	5.94	-
Consumer Durables	3.93	-
Non - Ferrous Metals	1.16	-
Banks	27.12	-
Realty	2.21	-
Pharmaceuticals & Biotechnology	5.84	-
Chemicals & Petrochemicals	1.75	-
Automobiles	7.81	-
Electrical Equipment	1	-
Cement & Cement Products	1.03	-
Ferrous Metals	1.06	-
Transport Infrastructure	2.21	-
Personal Products	0.98	-
Insurance	1.2	-
Healthcare Equipment & Supplies	0.48	-
Oil	0.8	-
Food Products	1.89	-
Aerospace & Defense	2.84	-
Transport Services	0.2	-
Retailing	4.35	-
Household Products	0.49	-
Leisure Services	0.46	-
IT - Services	0.45	-
Power	1.18	-
Communication Services	-	4.83
Energy	-	5.58
Industrials	-	8.67
Technology	-	9.33
Consumer Cyclical	-	13.18
Consumer Defensive	-	7.25
Financial Services	-	34.58
Basic Materials	-	4.4
Healthcare	-	5.29
Real Estate	-	1.24
Utilities	-	2.28