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) | ₹1141 Cr | ₹7187 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 | 0.38% | 0.59% |
| 6 Month | 4.14% | 2.54% |
| 1 Year | 7.59% | 8.46% |
| 3 Year | 17.81% | 18.81% |
| 5 Year | - | 15.33% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.4% | 1.06% |
| 1 Year | 11.88% | 8.4% |
| 3 Year | 15.5% | 15.12% |
| 5 Year | - | 15.21% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 25.45% | 14.79% |
| 3 Year | - | 13.48% |
| 5 Year | - | 12.51% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.37% |
| Sharp | - | 0.98% |
| Beta | - | 0.85% |
| Alpha | - | 4.05% |
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 | 14.49 | 12.76 |
| Large Cap | 77.64 | 77.93 |
| Small Cap | 3.86 | 4.3 |
| Mid Cap | 4.01 | 5.02 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.67 | 9.38 |
| Communication Services | 6.2 | 1.63 |
| Energy | 4.18 | 4.36 |
| Technology | 8.04 | 8.49 |
| Industrials | 7.22 | 0.74 |
| Financial Services | 34.65 | 42.24 |
| Basic Materials | 6.47 | 1.13 |
| Real Estate | 3.59 | - |
| Healthcare | 6.32 | 9.25 |
| Consumer Cyclical | 14.12 | 10.51 |
| Consumer Defensive | 3.36 | 5.67 |
| Utilities | 1.18 | 6.6 |
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