WhiteOak Capital Large Cap Fund Regular Plan Growth vs HSBC Large Cap Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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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 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) ₹553 Cr ₹1896 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 2.36 2.13
Manager Piyush Baranwal Gautam Bhupal
ISIN Code INF03VN01662 INF336L01016
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HSBC Large Cap Fund - Regular Growth
1 Month 2.35% 2.83%
6 Month 19.65% 17.35%
1 Year 40.59% 38.14%
3 Year - 16.79%
5 Year - 18.73%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HSBC Large Cap Fund - Regular Growth
6 Month - -
1 Year 16.68% 13.47%
3 Year 25.7% 31.86%
5 Year 25.7% 58.47%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HSBC Large Cap Fund - Regular Growth
1 Year 24.23% 18.79%
3 Year 29.85% 45.54%
5 Year 29.85% 65.33%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HSBC Large Cap Fund - Regular Growth
Standard Deviation - 12.72%
Sharp - 0.84%
Beta - 0.98%
Alpha - 0.05%

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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
Fund Manage 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

Large Cap 76.39 84.51
Others 12.65 1.95
Small Cap 6.12 2.04
Mid Cap 4.85 11.5

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

HSBC Large Cap Fund - Regular Growth

Financial 35.63 27.34
Energy 6.3 11.43
Consumer Staples 7.44 5.96
Capital Goods 8.17 2.5
Technology 7.26 5.68
Consumer Discretionary 2.87 1.55
Services 9.14 8.62
Automobile 5.04 5.15
Construction 4.53 12.47
Materials 2.29 5.22
Communication 2.28 2.89
Metals & Mining 2.52 2.31
Chemicals 1.55 -
Healthcare 4.3 6.53
Others -0.76 1.95
Insurance 1.45 -
Textiles - 0.4

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