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 | 0.38% | 0.76% |
| 6 Month | 4.14% | 4.02% |
| 1 Year | 7.59% | 7.52% |
| 3 Year | 17.81% | 16.76% |
| 5 Year | - | 17.64% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| 6 Month | 1.4% | 1.26% |
| 1 Year | 11.88% | 9.28% |
| 3 Year | 15.5% | 12.27% |
| 5 Year | - | 14.62% |
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% | 17.59% |
| 3 Year | - | 16.62% |
| 5 Year | - | 15.26% |
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 | 14.49 | 4.1 |
| Large Cap | 77.64 | 87.4 |
| Small Cap | 3.86 | - |
| Mid Cap | 4.01 | 8.5 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| Others | 4.67 | 1.66 |
| Communication Services | 6.2 | 6.17 |
| Energy | 4.18 | 6.08 |
| Technology | 8.04 | 3.35 |
| Industrials | 7.22 | 7.65 |
| Financial Services | 34.65 | 34.32 |
| Basic Materials | 6.47 | 5.09 |
| Real Estate | 3.59 | 0.38 |
| Healthcare | 6.32 | 10.57 |
| Consumer Cyclical | 14.12 | 17.47 |
| Consumer Defensive | 3.36 | 4.57 |
| Utilities | 1.18 | 2.68 |
Top Comparisons
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns11.82%
SBI Balanced Advantage Fund Regular Growth
3Y Returns14.78%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.49%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns18.78%
SBI Comma Fund - Regular Plan - Growth
3Y Returns18.95%
Quant Quantamental Fund Regular - Growth
3Y Returns20.82%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.53%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.95%