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 | 6.3% | 6.84% |
6 Month | 4.74% | 4.03% |
1 Year | 13.09% | 11.41% |
3 Year | - | 20.15% |
5 Year | - | 23.12% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
---|---|---|
6 Month | 6.1% | 6.49% |
1 Year | 8.48% | 6.7% |
3 Year | - | 18.82% |
5 Year | - | 17.46% |
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 | - | 0.66% |
Beta | - | 1.01% |
Alpha | - | 1.61% |
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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 | 0.98 |
Large Cap | 78.39 | 84.3 |
Mid Cap | 6.2 | 8.66 |
Small Cap | 4.7 | 6.06 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Invesco India Largecap Fund - Growth |
---|---|---|
Others | 8.03 | 0.98 |
Energy | 3.69 | - |
Technology | 10.31 | - |
Consumer Cyclical | 12.77 | - |
Industrials | 8.83 | - |
Financial Services | 33.65 | - |
Basic Materials | 4 | - |
Healthcare | 5.81 | - |
Consumer Defensive | 3.02 | - |
Real Estate | 1.82 | - |
Utilities | 2.95 | - |
Communication Services | 5.13 | - |
Petroleum Products | - | 6.4 |
IT - Software | - | 9.75 |
Finance | - | 7.37 |
Consumer Durables | - | 4.75 |
Non - Ferrous Metals | - | 0.41 |
Banks | - | 24.07 |
Automobiles | - | 6.38 |
Aerospace & Defense | - | 2.22 |
Auto Components | - | 3.97 |
Ferrous Metals | - | 0.77 |
Power | - | 2.37 |
Electrical Equipment | - | 1.9 |
Transport Services | - | 0.63 |
Pharmaceuticals & Biotechnology | - | 3.85 |
Agricultural Food & other Products | - | 2.88 |
Beverages | - | 3.55 |
Healthcare Equipment & Supplies | - | 1.06 |
Food Products | - | 2.44 |
Telecom - Services | - | 4.37 |
Financial Technology (Fintech) | - | 0.54 |
Healthcare Services | - | 1.25 |
Industrial Products | - | 1.61 |
Chemicals & Petrochemicals | - | 2.04 |
Capital Markets | - | 0.45 |
Retailing | - | 2.88 |
Industrial Manufacturing | - | 1.11 |
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