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)	₹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

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%

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%

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%

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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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	10.71	0.98
Large Cap	78.39	84.3
Mid Cap	6.2	8.66
Small Cap	4.7	6.06

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