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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) | ₹991 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 | 0.37% | 0.57% |
| 6 Month | 11.48% | 8.27% |
| 1 Year | 4.54% | -0.68% |
| 3 Year | - | 13.31% |
| 5 Year | - | 17.35% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.59% | 3.58% |
| 1 Year | 6.89% | 2.95% |
| 3 Year | - | 12.71% |
| 5 Year | - | 13.19% |
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 | - | 12.62% |
| Sharp | - | 0.64% |
| Beta | - | 0.96% |
| Alpha | - | -0.36% |
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 | 7.38 |
| Large Cap | 71.08 | 84.16 |
| Small Cap | 5.31 | 2.03 |
| Mid Cap | 4.6 | 6.43 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 8.8 | 2.84 |
| Communication Services | 6.86 | 3.73 |
| Energy | 4.01 | 4.77 |
| Technology | 7.89 | 10.28 |
| Industrials | 9.74 | 9.05 |
| Financial Services | 33.6 | 34.85 |
| Basic Materials | 4.79 | 3.79 |
| Real Estate | 3.29 | - |
| Healthcare | 5.4 | 6.72 |
| Consumer Cyclical | 11.04 | 15.77 |
| Consumer Defensive | 2.85 | 4.56 |
| Utilities | 1.72 | 3.63 |
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