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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) | ₹1047 Cr | ₹1606 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 | 2.88% | 3.94% |
| 6 Month | 7% | 8.03% |
| 1 Year | 6.6% | 6.34% |
| 3 Year | - | 17.12% |
| 5 Year | - | 19.26% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 0.37% | 0.21% |
| 1 Year | 7.77% | 8.34% |
| 3 Year | - | 14.08% |
| 5 Year | - | 14.32% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 25.45% | 11.04% |
| 3 Year | - | 13.14% |
| 5 Year | - | 13.29% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.81% |
| Sharp | - | 0.82% |
| Beta | - | 1.03% |
| Alpha | - | 2% |
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 | 18.75 | 7.51 |
| Large Cap | 71.41 | 75.07 |
| Small Cap | 4.78 | 7.21 |
| Mid Cap | 5.06 | 10.21 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 9.04 | 0.54 |
| Communication Services | 6.55 | 3.75 |
| Energy | 3.78 | 3.82 |
| Technology | 7.26 | 10.92 |
| Industrials | 6.88 | 12.5 |
| Financial Services | 32.73 | 27.9 |
| Basic Materials | 5.07 | 6.29 |
| Real Estate | 4.05 | 2.98 |
| Healthcare | 5.7 | 7.85 |
| Consumer Cyclical | 14.67 | 17.59 |
| Consumer Defensive | 2.93 | 4.95 |
| Utilities | 1.33 | 0.91 |
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