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) | ₹1141 Cr | ₹78160 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 | -0.74% | -0.74% |
| 6 Month | 4.41% | 4.86% |
| 1 Year | 4.16% | 7.69% |
| 3 Year | 16.28% | 17.52% |
| 5 Year | - | 18.12% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 3.01% | 3.6% |
| 1 Year | 16.19% | 17.29% |
| 3 Year | 16.14% | 16.46% |
| 5 Year | - | 16.77% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 25.45% | 13.64% |
| 3 Year | - | 15.44% |
| 5 Year | - | 15.18% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 11.28% |
| Sharp | - | 1% |
| Beta | - | 0.88% |
| Alpha | - | 4.14% |
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 | 14.49 | 10.41 |
| Large Cap | 77.64 | 85.14 |
| Small Cap | 3.86 | 0.12 |
| Mid Cap | 4.01 | 4.32 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
ICICI Prudential Large Cap Fund - Growth |
|---|---|---|
| Others | 4.67 | 9.52 |
| Communication Services | 6.2 | 5.1 |
| Energy | 4.18 | 9.6 |
| Technology | 8.04 | 5.71 |
| Industrials | 7.22 | 10.8 |
| Financial Services | 34.65 | 28.1 |
| Basic Materials | 6.47 | 6.54 |
| Real Estate | 3.59 | 1.01 |
| Healthcare | 6.32 | 4.59 |
| Consumer Cyclical | 14.12 | 11.21 |
| Consumer Defensive | 3.36 | 3.78 |
| Utilities | 1.18 | 4.03 |
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