WhiteOak Capital Large Cap Fund Regular Plan Growth vs DSP Top 100 Equity Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
DSP Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1047 Cr | ₹6621 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 01 Dec 2022 | 10 Mar 2003 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | BSE 100 TRI |
| Turn Over | 0.0% | 42% |
| Expense Ratio | 2.31 | 1.88 |
| Manager | Piyush Baranwal | Jay Kothari |
| ISIN Code | INF03VN01662 | INF740K01243 |
| 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 | DSP Top 100 Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.46% | 1.54% |
| 6 Month | 7.07% | 3.68% |
| 1 Year | 6.94% | 4.78% |
| 3 Year | - | 17.19% |
| 5 Year | - | 17.91% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.59% | 2.56% |
| 1 Year | 14.08% | 10.73% |
| 3 Year | - | 16.16% |
| 5 Year | - | 15.51% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 25.45% | 15.03% |
| 3 Year | - | 13.35% |
| 5 Year | - | 12.46% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.37% |
| Sharp | - | 1.02% |
| Beta | - | 0.86% |
| Alpha | - | 3.93% |
Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Jay Kothari |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Funds Managed | 9 | 20 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.75 | - |
| Large Cap | 71.41 | 90.92 |
| Small Cap | 4.78 | 6.06 |
| Mid Cap | 5.06 | 3.02 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.04 | 9.41 |
| Communication Services | 6.55 | - |
| Energy | 3.78 | - |
| Technology | 7.26 | - |
| Industrials | 6.88 | - |
| Financial Services | 32.73 | - |
| Basic Materials | 5.07 | - |
| Real Estate | 4.05 | - |
| Healthcare | 5.7 | - |
| Consumer Cyclical | 14.67 | - |
| Consumer Defensive | 2.93 | - |
| Utilities | 1.33 | - |
| IT - Software | - | 7.44 |
| Pharmaceuticals & Biotechnology | - | 8.35 |
| Banks | - | 29.56 |
| Chemicals & Petrochemicals | - | 1.04 |
| Insurance | - | 7.9 |
| Automobiles | - | 6.96 |
| Telecom - Services | - | 1.52 |
| Gas | - | 3.54 |
| Finance | - | 4.59 |
| IT - Services | - | 0.82 |
| Diversified FMCG | - | 5.9 |
| Oil | - | 3.05 |
| Healthcare Services | - | 1.41 |
| Power | - | 4.93 |
| Auto Components | - | 3.58 |
Top Comparisons
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns13.64%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns12.42%
LIC MF Equity Hybrid Fund-Growth
3Y Returns13.39%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.11%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.26%
Bajaj Finserv Money Market Fund Regular - Growth
3Y Returns0%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.2%