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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) | ₹1047 Cr | ₹1832 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 | 2.22% | 2.1% |
| 6 Month | 7.18% | 5.85% |
| 1 Year | 6.9% | 1.58% |
| 3 Year | - | 15.09% |
| 5 Year | - | 16.78% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.14% | 3.01% |
| 1 Year | 14.62% | 10.94% |
| 3 Year | - | 13.49% |
| 5 Year | - | 13.51% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 25.45% | 15.07% |
| 3 Year | - | 12.65% |
| 5 Year | - | 12.52% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 12.29% |
| Sharp | - | 0.65% |
| Beta | - | 0.96% |
| Alpha | - | -0.06% |
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 | 18.75 | 5.5 |
| Large Cap | 71.41 | 85.25 |
| Small Cap | 4.78 | 2.56 |
| Mid Cap | 5.06 | 6.7 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 9.04 | 2.32 |
| Communication Services | 6.55 | 3.61 |
| Energy | 3.78 | 5.94 |
| Technology | 7.26 | 9.84 |
| Industrials | 6.88 | 11.92 |
| Financial Services | 32.73 | 33.53 |
| Basic Materials | 5.07 | 2.42 |
| Real Estate | 4.05 | - |
| Healthcare | 5.7 | 7.07 |
| Consumer Cyclical | 14.67 | 16.81 |
| Consumer Defensive | 2.93 | 4.31 |
| Utilities | 1.33 | 2.24 |
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