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) | ₹1141 Cr | ₹1445 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 | -1.24% | -0.93% |
| 6 Month | 1.2% | 0.99% |
| 1 Year | 6.97% | 7% |
| 3 Year | 16.81% | 15.31% |
| 5 Year | - | 14.39% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.69% | 2.87% |
| 1 Year | 13.3% | 11.52% |
| 3 Year | 15.41% | 12.26% |
| 5 Year | - | 13.46% |
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% | 12.23% |
| 3 Year | - | 13.62% |
| 5 Year | - | 14.26% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 11.75% |
| Sharp | - | 0.66% |
| Beta | - | 0.95% |
| Alpha | - | 0.42% |
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 | 14.49 | 7.63 |
| Large Cap | 77.64 | 77.88 |
| Small Cap | 3.86 | 0.77 |
| Mid Cap | 4.01 | 13.71 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.67 | 4.73 |
| Communication Services | 6.2 | 3.68 |
| Energy | 4.18 | 6.62 |
| Technology | 8.04 | 6.98 |
| Industrials | 7.22 | 8.77 |
| Financial Services | 34.65 | 33.63 |
| Basic Materials | 6.47 | 5.77 |
| Real Estate | 3.59 | - |
| Healthcare | 6.32 | 8.61 |
| Consumer Cyclical | 14.12 | 13.13 |
| Consumer Defensive | 3.36 | 5.87 |
| Utilities | 1.18 | 2.21 |
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