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) | ₹1047 Cr | ₹38251 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 | 2.22% | 1.67% |
| 6 Month | 7.18% | 4.77% |
| 1 Year | 6.9% | 2.81% |
| 3 Year | - | 16.99% |
| 5 Year | - | 21.08% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| 6 Month | 3.14% | 2.34% |
| 1 Year | 14.62% | 10.62% |
| 3 Year | - | 13.61% |
| 5 Year | - | 15.56% |
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% | 16.67% |
| 3 Year | - | 15.6% |
| 5 Year | - | 15.03% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| Standard Deviation | - | 11.84% |
| Sharp | - | 0.84% |
| Beta | - | 0.94% |
| Alpha | - | 2.03% |
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 | 18.75 | 2.52 |
| Large Cap | 71.41 | 89.99 |
| Small Cap | 4.78 | - |
| Mid Cap | 5.06 | 7.49 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
|---|---|---|
| Others | 9.04 | 1.98 |
| Communication Services | 6.55 | 5.85 |
| Energy | 3.78 | 5.09 |
| Technology | 7.26 | 4.51 |
| Industrials | 6.88 | 7.12 |
| Financial Services | 32.73 | 32.92 |
| Basic Materials | 5.07 | 5.5 |
| Real Estate | 4.05 | 0.39 |
| Healthcare | 5.7 | 9.17 |
| Consumer Cyclical | 14.67 | 18.6 |
| Consumer Defensive | 2.93 | 4.78 |
| Utilities | 1.33 | 4.09 |
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