WhiteOak Capital Large Cap Fund Regular Plan Growth vs BANDHAN Large Cap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
BANDHAN Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1141 Cr | ₹2017 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 01 Dec 2022 | 09 Jun 2006 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | BSE 100 |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 2.31 | 2.06 |
| Manager | Piyush Baranwal | Ritika Behera |
| ISIN Code | INF03VN01662 | INF194K01516 |
| 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 | Bandhan Large Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.97% | -1.39% |
| 6 Month | 4.42% | 4.79% |
| 1 Year | 3.61% | 4.24% |
| 3 Year | 16.36% | 16.7% |
| 5 Year | - | 15.22% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.01% | 3.16% |
| 1 Year | 16.19% | 17.23% |
| 3 Year | 16.14% | 15.57% |
| 5 Year | - | 14.78% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 25.45% | 11.17% |
| 3 Year | - | 10.93% |
| 5 Year | - | 10.98% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.87% |
| Sharp | - | 0.75% |
| Beta | - | 1.03% |
| Alpha | - | 1.73% |
Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Ritika Behera |
| Total AUM | ₹5379 Cr | ₹43013 Cr |
| Funds Managed | 9 | 19 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.49 | 3.9 |
| Large Cap | 77.64 | 81.31 |
| Small Cap | 3.86 | 5.97 |
| Mid Cap | 4.01 | 8.82 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.67 | 0.57 |
| Communication Services | 6.2 | 2.7 |
| Energy | 4.18 | 7.72 |
| Technology | 8.04 | 12.1 |
| Industrials | 7.22 | 6.97 |
| Financial Services | 34.65 | 29.58 |
| Basic Materials | 6.47 | 7.46 |
| Real Estate | 3.59 | 2.76 |
| Healthcare | 6.32 | 7.56 |
| Consumer Cyclical | 14.12 | 14.03 |
| Consumer Defensive | 3.36 | 4.68 |
| Utilities | 1.18 | 3.88 |
Top Comparisons
Kotak Large & Midcap Fund - Growth
3Y Returns18.3%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
3Y Returns14.05%
Invesco India Money Market Fund - Growth
3Y Returns7.21%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.55%
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns13.06%
HSBC Business Cycles Fund - Regular Growth
3Y Returns18.9%
Bandhan Small Cap Fund Regular Growth
3Y Returns28.53%
LIC MF Small Cap Fund Regular - Growth
3Y Returns15.24%