WhiteOak Capital Large Cap Fund Regular Plan Growth vs Edelweiss Large Cap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹991 Cr | ₹1292 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 01 Dec 2022 | 20 May 2009 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | NIFTY 100 TRI |
Turn Over | 0.0% | 79% |
Expense Ratio | 2.31 | 2.16 |
Manager | Piyush Baranwal | Bhavesh Jain |
ISIN Code | INF03VN01662 | INF754K01046 |
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 | Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.67% | 0.2% |
6 Month | 11.35% | 8.98% |
1 Year | 4.71% | -0.45% |
3 Year | - | 15.09% |
5 Year | - | 18.06% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.59% | 2.14% |
1 Year | 6.89% | 2.75% |
3 Year | - | 12.6% |
5 Year | - | 13.76% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 28.9% | 12.82% |
3 Year | - | 13.46% |
5 Year | - | 14.17% |
Risk Management
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 12.16% |
Sharp | - | 0.74% |
Beta | - | 0.95% |
Alpha | - | 0.70% |
Fund Managers
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Piyush Baranwal | Bhavesh Jain |
Total AUM | ₹5379 Cr | ₹0 Cr |
Funds Managed | 9 | 22 |
WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 19 | 9.97 |
Large Cap | 71.08 | 74.1 |
Small Cap | 5.31 | 0.97 |
Mid Cap | 4.6 | 14.95 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.8 | 6.37 |
Communication Services | 6.86 | 3.39 |
Energy | 4.01 | 7.97 |
Technology | 7.89 | 7.16 |
Industrials | 9.74 | 7.19 |
Financial Services | 33.6 | 34.45 |
Basic Materials | 4.79 | 4.18 |
Real Estate | 3.29 | - |
Healthcare | 5.4 | 10.5 |
Consumer Cyclical | 11.04 | 8.1 |
Consumer Defensive | 2.85 | 8.52 |
Utilities | 1.72 | 2.16 |
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