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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) ₹698 Cr ₹35673 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 3.38% 2.91%
6 Month -0.64% -1.29%
1 Year 10.61% 6.08%
3 Year - 17.19%
5 Year - 23.19%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Large Cap Fund - Growth Option - Regular Plan
6 Month 2.32% 2.35%
1 Year 1.19% -1.34%
3 Year - 15.87%
5 Year - 18.04%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Large Cap Fund - Growth Option - Regular Plan
1 Year 33.98% 17.4%
3 Year - 15.42%
5 Year - 14.9%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Large Cap Fund - Growth Option - Regular Plan
Standard Deviation - 12.983%
Sharp - 0.668%
Beta - 0.929%
Alpha - 3.112%

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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 10.71 0.87
Large Cap 78.39 93.11
Mid Cap 6.2 6.03
Small Cap 4.7 -

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

HDFC Large Cap Fund - Growth Option - Regular Plan

Others 8.03 0.72
Energy 3.69 7.89
Technology 10.31 10.3
Consumer Cyclical 12.77 12.29
Industrials 8.83 8.81
Financial Services 33.65 32.25
Basic Materials 4 2.57
Healthcare 5.81 6.18
Consumer Defensive 3.02 7.96
Real Estate 1.82 0.63
Utilities 2.95 4.97
Communication Services 5.13 5.44

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