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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Edelweiss Large Cap Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

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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 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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