WhiteOak Capital Large Cap Fund Regular Plan Growth vs HDFC Top 100 Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
HDFC Large Cap Fund - Growth Option - Regular Plan
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1141 Cr | ₹40618 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 01 Dec 2022 | 11 Oct 1996 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | NIFTY 100 TRI |
| Turn Over | 0.0% | 14.32% |
| Expense Ratio | 2.31 | 1.62 |
| Manager | Piyush Baranwal | Dhruv Muchhal |
| ISIN Code | INF03VN01662 | INF179K01BE2 |
| 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 | HDFC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| 1 Month | 0.07% | 0.34% |
| 6 Month | 5.65% | 5.16% |
| 1 Year | 3.02% | 3.05% |
| 3 Year | 16.29% | 15.25% |
| 5 Year | - | 17.62% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| 6 Month | 3.01% | 2.82% |
| 1 Year | 16.19% | 13.25% |
| 3 Year | 16.14% | 12.81% |
| 5 Year | - | 14.7% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| 1 Year | 25.45% | 17.64% |
| 3 Year | - | 16.65% |
| 5 Year | - | 15.25% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| Standard Deviation | - | 11.44% |
| Sharp | - | 0.73% |
| Beta | - | 0.92% |
| Alpha | - | 1.29% |
Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| Name | Piyush Baranwal | Dhruv Muchhal |
| Total AUM | ₹5379 Cr | ₹520687 Cr |
| Funds Managed | 9 | 40 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| Others | 16.53 | 4.76 |
| Large Cap | 75.06 | 87.03 |
| Small Cap | 4.19 | - |
| Mid Cap | 4.23 | 8.22 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| Others | 6.49 | 3.97 |
| Communication Services | 6.58 | 6.16 |
| Energy | 4.19 | 5.77 |
| Technology | 8.26 | 3.3 |
| Industrials | 6.3 | 7.35 |
| Financial Services | 34.47 | 33.09 |
| Basic Materials | 5.48 | 5.37 |
| Real Estate | 3.66 | 0.4 |
| Healthcare | 6.02 | 10 |
| Consumer Cyclical | 14.12 | 17.12 |
| Consumer Defensive | 3.12 | 4.66 |
| Utilities | 1.3 | 2.82 |
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