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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Nippon India Large Cap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Nippon India Large Cap Fund- Growth Plan Bonus Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹991 Cr | ₹44165 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 01 Dec 2022 | 08 Aug 2007 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | BSE 100 |
| Turn Over | 0.0% | 52% |
| Expense Ratio | 2.31 | 1.62 |
| Manager | Piyush Baranwal | Ashutosh Bhargava |
| ISIN Code | INF03VN01662 | INF204K01554 |
| 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 | Exit load of 1% if redeemed within 7 days./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| 1 Month | -0.84% | -5.26% |
| 6 Month | 10.28% | 4.76% |
| 1 Year | 5.3% | 28.13% |
| 3 Year | - | 18.29% |
| 5 Year | - | 19.32% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| 6 Month | 3.59% | - |
| 1 Year | 6.89% | 18.7% |
| 3 Year | - | 24.98% |
| 5 Year | - | 24.96% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| 1 Year | 28.9% | 12.73% |
| 3 Year | - | 13.72% |
| 5 Year | - | 14.17% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Standard Deviation | - | 11.92% |
| Sharp | - | 1.09% |
| Beta | - | 0.92% |
| Alpha | - | 4.88% |
Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Name | Piyush Baranwal | Ashutosh Bhargava |
| Total AUM | ₹5379 Cr | ₹121448 Cr |
| Funds Managed | 9 | 12 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Others | 19 | 0.74 |
| Large Cap | 71.08 | 83.62 |
| Small Cap | 5.31 | 6.72 |
| Mid Cap | 4.6 | 8.92 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Others | 8.8 | 0.74 |
| Communication Services | 6.86 | - |
| Energy | 4.01 | 13.71 |
| Technology | 7.89 | 5.82 |
| Industrials | 9.74 | - |
| Financial Services | 33.6 | - |
| Basic Materials | 4.79 | - |
| Real Estate | 3.29 | - |
| Healthcare | 5.4 | 2.35 |
| Consumer Cyclical | 11.04 | - |
| Consumer Defensive | 2.85 | - |
| Utilities | 1.72 | - |
| Capital Goods | - | 6.48 |
| Construction | - | 3.68 |
| Financial | - | 32.78 |
| Consumer Staples | - | 9.78 |
| Materials | - | 2.11 |
| Services | - | 7.57 |
| Metals & Mining | - | 2.31 |
| Automobile | - | 7.04 |
| Insurance | - | 3.17 |
| Communication | - | 1.02 |
| Diversified | - | 0.38 |
| Chemicals | - | 0.7 |
| Textiles | - | 0.36 |
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