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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) | ₹1014 Cr | ₹1555 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 | 1.73% | 3.41% |
| 6 Month | 14.59% | 17.38% |
| 1 Year | 1% | -0.66% |
| 3 Year | - | 16.21% |
| 5 Year | - | 18.93% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 3.84% | 4.88% |
| 1 Year | 11.83% | 13.33% |
| 3 Year | - | 17.18% |
| 5 Year | - | 16.1% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 28.9% | 11.13% |
| 3 Year | - | 13% |
| 5 Year | - | 13.19% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.81% |
| Sharp | - | 0.71% |
| Beta | - | 1.03% |
| Alpha | - | 2.19% |
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 | 19 | 7.29 |
| Large Cap | 71.08 | 77.74 |
| Small Cap | 5.31 | 6.57 |
| Mid Cap | 4.6 | 8.4 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 8.8 | 1.54 |
| Communication Services | 6.86 | 4.01 |
| Energy | 4.01 | 5.98 |
| Technology | 7.89 | 11.09 |
| Industrials | 9.74 | 10.1 |
| Financial Services | 33.6 | 30.68 |
| Basic Materials | 4.79 | 4.17 |
| Real Estate | 3.29 | 2.85 |
| Healthcare | 5.4 | 6.62 |
| Consumer Cyclical | 11.04 | 17.32 |
| Consumer Defensive | 2.85 | 4.16 |
| Utilities | 1.72 | 1.49 |
Top Comparisons
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3Y Returns15.48%
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3Y Returns25.14%
