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WhiteOak Capital Large Cap Fund Regular Plan Growth vs HSBC Large Cap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1141 Cr | ₹1919 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 01 Dec 2022 | 10 Dec 2002 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | NIFTY 100 TRI |
| Turn Over | 0.0% | 63% |
| Expense Ratio | 2.31 | 2.13 |
| Manager | Piyush Baranwal | Gautam Bhupal |
| ISIN Code | INF03VN01662 | INF336L01016 |
| 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 | HSBC 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 | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.38% | 1.83% |
| 6 Month | 4.14% | 5.66% |
| 1 Year | 7.59% | 4.5% |
| 3 Year | 17.81% | 16.03% |
| 5 Year | - | 13.98% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.4% | 2.15% |
| 1 Year | 11.88% | 11.72% |
| 3 Year | 15.5% | 12.66% |
| 5 Year | - | 13.07% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 25.45% | 14.7% |
| 3 Year | - | 12.74% |
| 5 Year | - | 12.6% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 12.13% |
| Sharp | - | 0.59% |
| Beta | - | 0.96% |
| Alpha | - | -0.11% |
Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Gautam Bhupal |
| Total AUM | ₹5379 Cr | ₹25949 Cr |
| Funds Managed | 9 | 13 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 14.49 | 7.43 |
| Large Cap | 77.64 | 84.11 |
| Small Cap | 3.86 | 2.22 |
| Mid Cap | 4.01 | 6.24 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.67 | 3.44 |
| Communication Services | 6.2 | 3.83 |
| Energy | 4.18 | 6.53 |
| Technology | 8.04 | 9.98 |
| Industrials | 7.22 | 10.36 |
| Financial Services | 34.65 | 33.97 |
| Basic Materials | 6.47 | 1.81 |
| Real Estate | 3.59 | - |
| Healthcare | 6.32 | 6.44 |
| Consumer Cyclical | 14.12 | 15.41 |
| Consumer Defensive | 3.36 | 7.11 |
| Utilities | 1.18 | 1.11 |
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