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) | ₹1014 Cr | ₹6399 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 | 2.57% | 2.49% |
6 Month | 14.26% | 11.08% |
1 Year | 0.89% | 0.69% |
3 Year | - | 17% |
5 Year | - | 18.97% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.84% | 2.08% |
1 Year | 11.83% | 9.14% |
3 Year | - | 17.09% |
5 Year | - | 15.98% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 28.9% | 15.15% |
3 Year | - | 13.29% |
5 Year | - | 12.41% |
Risk Management
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 12.37% |
Sharp | - | 0.91% |
Beta | - | 0.85% |
Alpha | - | 4.24% |
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 | 19 | 12.84 |
Large Cap | 71.08 | 78.42 |
Small Cap | 5.31 | 4.74 |
Mid Cap | 4.6 | 4 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.8 | 9.06 |
Communication Services | 6.86 | 1.39 |
Energy | 4.01 | 4.07 |
Technology | 7.89 | 6.19 |
Industrials | 9.74 | 0.89 |
Financial Services | 33.6 | 43.37 |
Basic Materials | 4.79 | 1.32 |
Real Estate | 3.29 | - |
Healthcare | 5.4 | 9.76 |
Consumer Cyclical | 11.04 | 12.88 |
Consumer Defensive | 2.85 | 4.77 |
Utilities | 1.72 | 6.3 |
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