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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) | ₹1141 Cr | ₹1723 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 | -0.65% | -1.21% |
| 6 Month | 5.39% | 4.02% |
| 1 Year | 5.61% | 3.89% |
| 3 Year | 16.22% | 16.75% |
| 5 Year | - | 16.27% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 3.01% | 1.47% |
| 1 Year | 16.19% | 13.5% |
| 3 Year | 16.14% | 14.86% |
| 5 Year | - | 14.69% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 25.45% | 10.85% |
| 3 Year | - | 13.27% |
| 5 Year | - | 13.43% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.81% |
| Sharp | - | 0.8% |
| Beta | - | 1.05% |
| Alpha | - | 2.39% |
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 | 14.49 | 8.22 |
| Large Cap | 77.64 | 73.83 |
| Small Cap | 3.86 | 8.37 |
| Mid Cap | 4.01 | 9.58 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 4.67 | 0.81 |
| Communication Services | 6.2 | 3.91 |
| Energy | 4.18 | 0 |
| Technology | 8.04 | 11.01 |
| Industrials | 7.22 | 16.39 |
| Financial Services | 34.65 | 29.25 |
| Basic Materials | 6.47 | 5.94 |
| Real Estate | 3.59 | 2.94 |
| Healthcare | 6.32 | 10.03 |
| Consumer Cyclical | 14.12 | 16.6 |
| Consumer Defensive | 3.36 | 2.58 |
| Utilities | 1.18 | 0.55 |
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