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) | ₹925 Cr | ₹37716 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 | 3.29% | 2.78% |
6 Month | 3% | 3.08% |
1 Year | 7.62% | 3.64% |
3 Year | - | 20.96% |
5 Year | - | 22.73% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
6 Month | 10.17% | 7.94% |
1 Year | 14.53% | 9.39% |
3 Year | - | 17.3% |
5 Year | - | 18.42% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
1 Year | 31.12% | 17.07% |
3 Year | - | 15.48% |
5 Year | - | 14.95% |
Risk Management
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Standard Deviation | - | 13.01% |
Sharp | - | 0.87% |
Beta | - | 0.92% |
Alpha | - | 1.96% |
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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 | 17.89 | 3.69 |
Large Cap | 72.55 | 90.97 |
Mid Cap | 5.24 | 5.34 |
Small Cap | 4.31 | - |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Others | 10.89 | 3.5 |
Communication Services | 6.68 | 5.87 |
Energy | 4.11 | 7.49 |
Technology | 8.81 | 7.29 |
Industrials | 9.91 | 8.17 |
Financial Services | 34.75 | 34.01 |
Basic Materials | 3.89 | 3.39 |
Healthcare | 5.18 | 6.74 |
Consumer Cyclical | 9.51 | 12.71 |
Utilities | 2.18 | 4.34 |
Real Estate | 1.45 | 0.63 |
Consumer Defensive | 2.65 | 5.85 |
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