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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) ₹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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