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) | ₹1014 Cr | ₹37659 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 | 1.73% | 1.62% |
6 Month | 14.59% | 11.36% |
1 Year | 1% | -3.04% |
3 Year | - | 15.55% |
5 Year | - | 21% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
6 Month | 3.84% | 2.66% |
1 Year | 11.83% | 7.91% |
3 Year | - | 13.49% |
5 Year | - | 15.53% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
1 Year | 28.9% | 16.87% |
3 Year | - | 15.55% |
5 Year | - | 15% |
Risk Management
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Standard Deviation | - | 12.25% |
Sharp | - | 0.68% |
Beta | - | 0.95% |
Alpha | - | 1.75% |
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 | 19 | 4.56 |
Large Cap | 71.08 | 88.15 |
Small Cap | 5.31 | - |
Mid Cap | 4.6 | 7.29 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Others | 8.8 | 4.04 |
Communication Services | 6.86 | 5.99 |
Energy | 4.01 | 5.49 |
Technology | 7.89 | 4.74 |
Industrials | 9.74 | 7.55 |
Financial Services | 33.6 | 32.74 |
Basic Materials | 4.79 | 5.15 |
Real Estate | 3.29 | 0.44 |
Healthcare | 5.4 | 8.78 |
Consumer Cyclical | 11.04 | 15.09 |
Consumer Defensive | 2.85 | 5.93 |
Utilities | 1.72 | 4.06 |
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