Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

Invest Now

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

Invest Now

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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Aditya Birla Sun Life Large Cap Fund-Growth
1 Month -0.65% -0.29%
6 Month 5.39% 4.65%
1 Year 5.61% 7.23%
3 Year 16.22% 14.91%
5 Year - 15.79%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Aditya Birla Sun Life Large Cap Fund-Growth
6 Month 1.4% 1.48%
1 Year 11.88% 11.6%
3 Year 15.5% 13.84%
5 Year - 14.2%

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% 17.56%
3 Year - 15.51%
5 Year - 15.26%

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 - 0.75%
Beta - 0.94%
Alpha - 1.33%

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 14.49 7.59
Large Cap 77.64 82.73
Small Cap 3.86 6.53
Mid Cap 4.01 3.15

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Aditya Birla Sun Life Large Cap Fund-Growth

Others 4.67 3.37
Communication Services 6.2 4.83
Energy 4.18 5.58
Technology 8.04 9.33
Industrials 7.22 8.67
Financial Services 34.65 34.58
Basic Materials 6.47 4.4
Real Estate 3.59 1.24
Healthcare 6.32 5.29
Consumer Cyclical 14.12 13.18
Consumer Defensive 3.36 7.25
Utilities 1.18 2.28

Top Comparisons

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

3Y Returns10.66%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns14.64%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns23.61%

VS

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

3Y Returns14.86%

Compare Now

HDFC MNC Fund - Regular (G) HDFC MNC Fund - Regular (G)

3Y Returns0%

VS

UTI - MNC Fund - Regular Plan - Growth Option UTI - MNC Fund - Regular Plan - Growth Option

3Y Returns13.04%

Compare Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns16.23%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns13.06%

Compare Now
Add to Cart Successfully