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WhiteOak Capital Large Cap Fund Regular Plan Growth vs HDFC Top 100 Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon HDFC Large Cap Fund - Growth Option - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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