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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) | ₹698 Cr | ₹1108 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 | 6.43% | 6.01% |
| 6 Month | -1.69% | -3.3% |
| 1 Year | 11.72% | 7.67% |
| 3 Year | - | 16.8% |
| 5 Year | - | 21.91% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.88% | 1.79% |
| 1 Year | 0.45% | -2.57% |
| 3 Year | - | 13.55% |
| 5 Year | - | 14.61% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 33.98% | 13.43% |
| 3 Year | - | 13.33% |
| 5 Year | - | 14.04% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.521% |
| Sharp | - | 0.582% |
| Beta | - | 0.937% |
| Alpha | - | 0.513% |
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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 | 10.71 | 3.04 |
| Large Cap | 78.39 | 82.38 |
| Mid Cap | 6.2 | 12.93 |
| Small Cap | 4.7 | 1.65 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.03 | 2.93 |
| Energy | 3.69 | 5.35 |
| Technology | 10.31 | 10.77 |
| Consumer Cyclical | 12.77 | 11.32 |
| Industrials | 8.83 | 7.1 |
| Financial Services | 33.65 | 32.37 |
| Basic Materials | 4 | 4.91 |
| Healthcare | 5.81 | 10.76 |
| Consumer Defensive | 3.02 | 7.04 |
| Real Estate | 1.82 | - |
| Utilities | 2.95 | 3.19 |
| Communication Services | 5.13 | 4.26 |
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