WhiteOak Capital Large Cap Fund Regular Plan Growth vs ICICI Prudential Bluechip Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
ICICI Prudential Large Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | ICICI Prudential Large Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1047 Cr | ₹73035 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 01 Dec 2022 | 23 May 2008 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | NIFTY 100 TRI |
| Turn Over | 0.0% | 27% |
| Expense Ratio | 2.31 | 1.43 |
| Manager | Piyush Baranwal | Sharmila D'mello |
| ISIN Code | INF03VN01662 | INF109K01BL4 |
| 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 | ICICI Prudential Bluechip 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 | ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| 1 Month | 2.88% | 2.95% |
| 6 Month | 7% | 6.66% |
| 1 Year | 6.6% | 7.1% |
| 3 Year | - | 17.82% |
| 5 Year | - | 22.07% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 3.14% | 3.05% |
| 1 Year | 14.62% | 14.54% |
| 3 Year | - | 17.03% |
| 5 Year | - | 17.36% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 25.45% | 13.85% |
| 3 Year | - | 15.3% |
| 5 Year | - | 15.12% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 11.28% |
| Sharp | - | 1.06% |
| Beta | - | 0.9% |
| Alpha | - | 4.35% |
Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Sharmila D'mello |
| Total AUM | ₹5379 Cr | ₹354743 Cr |
| Funds Managed | 9 | 35 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | ICICI Prudential Large Cap Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| Others | 18.75 | 10.17 |
| Large Cap | 71.41 | 84.33 |
| Small Cap | 4.78 | 0.14 |
| Mid Cap | 5.06 | 5.37 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| Others | 9.04 | 9.66 |
| Communication Services | 6.55 | 4.89 |
| Energy | 3.78 | 9.29 |
| Technology | 7.26 | 5.64 |
| Industrials | 6.88 | 10.52 |
| Financial Services | 32.73 | 27.87 |
| Basic Materials | 5.07 | 7.06 |
| Real Estate | 4.05 | 1.06 |
| Healthcare | 5.7 | 4.82 |
| Consumer Cyclical | 14.67 | 11.21 |
| Consumer Defensive | 2.93 | 4.09 |
| Utilities | 1.33 | 3.88 |
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