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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) ₹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

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