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) | ₹1047 Cr | ₹1337 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 | 1.95% | 2.21% |
| 6 Month | 6.77% | 5.28% |
| 1 Year | 10.23% | 7.49% |
| 3 Year | - | 14.88% |
| 5 Year | - | 16.53% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.09% | 1.83% |
| 1 Year | 12.31% | 10.16% |
| 3 Year | - | 12.27% |
| 5 Year | - | 13.26% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 25.45% | 12.35% |
| 3 Year | - | 13.59% |
| 5 Year | - | 14.24% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 11.82% |
| Sharp | - | 0.71% |
| Beta | - | 0.95% |
| Alpha | - | 0.44% |
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 | 16.53 | 6.85 |
| Large Cap | 75.06 | 79.19 |
| Small Cap | 4.19 | 0.99 |
| Mid Cap | 4.23 | 12.96 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.49 | 3.01 |
| Communication Services | 6.58 | 3.1 |
| Energy | 4.19 | 7.01 |
| Technology | 8.26 | 7.5 |
| Industrials | 6.3 | 9.11 |
| Financial Services | 34.47 | 32.47 |
| Basic Materials | 5.48 | 6.28 |
| Real Estate | 3.66 | - |
| Healthcare | 6.02 | 9.24 |
| Consumer Cyclical | 14.12 | 12.41 |
| Consumer Defensive | 3.12 | 6.13 |
| Utilities | 1.3 | 3.74 |
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