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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Invesco India Largecap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Invesco India Largecap Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹698 Cr | ₹1301 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 01 Dec 2022 | 21 Aug 2009 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | NIFTY 100 TRI |
| Turn Over | 0.0% | 56% |
| Expense Ratio | 2.31 | 2.09 |
| Manager | Piyush Baranwal | Hiten Jain |
| ISIN Code | INF03VN01662 | INF205K01304 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Month | 3.38% | 4.58% |
| 6 Month | -0.64% | -2.25% |
| 1 Year | 10.61% | 7.93% |
| 3 Year | - | 15.73% |
| 5 Year | - | 20.88% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 2.32% | 2.22% |
| 1 Year | 1.19% | -1.34% |
| 3 Year | - | 16.84% |
| 5 Year | - | 16.54% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 33.98% | 11.6% |
| 3 Year | - | 12.85% |
| 5 Year | - | 12.99% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.81% |
| Sharp | - | 0.4% |
| Beta | - | 1.01% |
| Alpha | - | 0.57% |
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Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Hiten Jain |
| Total AUM | ₹5379 Cr | ₹4078 Cr |
| Funds Managed | 9 | 4 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 10.71 | 0.43 |
| Large Cap | 78.39 | 84.52 |
| Mid Cap | 6.2 | 9.16 |
| Small Cap | 4.7 | 5.89 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 8.03 | 0.43 |
| Energy | 3.69 | 6.28 |
| Technology | 10.31 | 12.27 |
| Consumer Cyclical | 12.77 | 16.66 |
| Industrials | 8.83 | 9.19 |
| Financial Services | 33.65 | 30.7 |
| Basic Materials | 4 | 1.26 |
| Healthcare | 5.81 | 6.36 |
| Consumer Defensive | 3.02 | 10.41 |
| Real Estate | 1.82 | - |
| Utilities | 2.95 | 2.15 |
| Communication Services | 5.13 | 4.28 |
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