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) | ₹1143 Cr | ₹50876 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 | -1.59% | - |
| 6 Month | 2.33% | - |
| 1 Year | 9.26% | - |
| 3 Year | 16.88% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| 6 Month | 1.11% | - |
| 1 Year | 11.28% | - |
| 3 Year | 14.49% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| 1 Year | 19.57% | - |
| 3 Year | 16.92% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Standard Deviation | - | 11.31% |
| Sharp | 0.93% | 1.07% |
| Beta | 0.94% | 0.92% |
| Alpha | 2.35% | 4.00% |
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 | 20.7 | 0.74 |
| Large Cap | 72.06 | 83.62 |
| Small Cap | 3.57 | 6.72 |
| Mid Cap | 3.67 | 8.92 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Others | 8.62 | 0.74 |
| Communication Services | 6.33 | - |
| Energy | 4.24 | 13.71 |
| Technology | 4.9 | 5.82 |
| Industrials | 5.57 | - |
| Financial Services | 34.92 | - |
| Basic Materials | 5.94 | - |
| Real Estate | 5.06 | - |
| Healthcare | 5.68 | 2.35 |
| Consumer Cyclical | 14.24 | - |
| Consumer Defensive | 3.34 | - |
| Utilities | 1.15 | - |
| 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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