WhiteOak Capital Large Cap Fund Regular Plan Growth vs Invesco India Largecap Fund compare

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WhiteOak Capital Large Cap Fund Regular Plan Growth

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Invesco India Largecap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹982 Cr	₹1558 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

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Invesco India Largecap Fund - Growth
1 Month	-2.17%	-3.2%
6 Month	8.52%	8.68%
1 Year	3.59%	0.32%
3 Year	-	17.19%
5 Year	-	19.13%

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Invesco India Largecap Fund - Growth
6 Month	5%	5.62%
1 Year	8.31%	7.66%
3 Year	-	17.57%
5 Year	-	16.67%

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Invesco India Largecap Fund - Growth
1 Year	31.12%	11.31%
3 Year	-	12.87%
5 Year	-	13.11%

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Invesco India Largecap Fund - Growth
Standard Deviation	-	12.81%
Sharp	-	1.1%
Beta	-	1.01%
Alpha	-	2.13%

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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

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Invesco India Largecap Fund - Growth
Others	16.88	7.37
Large Cap	73.29	77.28
Mid Cap	6.21	8.36
Small Cap	3.62	6.99

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Invesco India Largecap Fund - Growth
Others	7.45	1.29
Communication Services	7.23	4.13
Energy	4.3	6.18
Technology	8.53	11.8
Industrials	9.84	9.37
Financial Services	34.02	30.78
Basic Materials	4.17	2.57
Healthcare	5.99	6.67
Consumer Cyclical	11.66	17.75
Utilities	1.79	2.1
Real Estate	2.54	2.12
Consumer Defensive	2.47	5.23