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WhiteOak Capital Large Cap Fund Regular Plan Growth vs DSP Top 100 Equity Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon DSP Large Cap Fund - Regular Plan - Growth

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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 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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