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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) | ₹1014 Cr | ₹1849 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 | 2.49% | 1.93% |
| 6 Month | 15.44% | 14.19% |
| 1 Year | 1.71% | -3.29% |
| 3 Year | - | 14.58% |
| 5 Year | - | 17.36% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.84% | 3.43% |
| 1 Year | 11.83% | 7.4% |
| 3 Year | - | 13.15% |
| 5 Year | - | 13.23% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 28.9% | 15.34% |
| 3 Year | - | 12.6% |
| 5 Year | - | 12.44% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 12.61% |
| Sharp | - | 0.53% |
| Beta | - | 0.96% |
| Alpha | - | - |
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 | 19 | 9.57 |
| Large Cap | 71.08 | 81.39 |
| Small Cap | 5.31 | 2.3 |
| Mid Cap | 4.6 | 6.75 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 8.8 | 6.15 |
| Communication Services | 6.86 | 3.62 |
| Energy | 4.01 | 4.89 |
| Technology | 7.89 | 9.06 |
| Industrials | 9.74 | 9.43 |
| Financial Services | 33.6 | 34.48 |
| Basic Materials | 4.79 | 2.32 |
| Real Estate | 3.29 | - |
| Healthcare | 5.4 | 7.17 |
| Consumer Cyclical | 11.04 | 14.99 |
| Consumer Defensive | 2.85 | 4.98 |
| Utilities | 1.72 | 2.89 |
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