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WhiteOak Capital Large Cap Fund Regular Plan Growth vs SBI Blue Chip Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
SBI Large Cap Fund-Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1143 Cr | ₹55879 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 01 Dec 2022 | 14 Feb 2006 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | BSE 100 TRI |
| Turn Over | 0.0% | 15% |
| Expense Ratio | 2.31 | 1.5 |
| Manager | Piyush Baranwal | Pradeep Kesavan |
| ISIN Code | INF03VN01662 | INF200K01180 |
| 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 | SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Month | -1.49% | -1.37% |
| 6 Month | 1.9% | 1.92% |
| 1 Year | 10.58% | 9.95% |
| 3 Year | 17.84% | 14.72% |
| 5 Year | - | 14.74% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | 1.98% | 2.62% |
| 1 Year | 12.09% | 12.55% |
| 3 Year | 14.25% | 12.02% |
| 5 Year | - | 12.86% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 19.57% | 12.27% |
| 3 Year | 16.92% | 12.83% |
| 5 Year | - | 13.8% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Standard Deviation | - | 11.31% |
| Sharp | 0.93% | 0.8% |
| Beta | 0.94% | 0.88% |
| Alpha | 2.35% | 0.85% |
Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Name | Piyush Baranwal | Pradeep Kesavan |
| Total AUM | ₹5379 Cr | ₹434274 Cr |
| Funds Managed | 9 | 43 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 20.7 | 8.95 |
| Large Cap | 72.06 | 79.55 |
| Small Cap | 3.57 | 1.15 |
| Mid Cap | 3.67 | 10.34 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 8.62 | 4.28 |
| Communication Services | 6.33 | 2.75 |
| Energy | 4.24 | 6.96 |
| Technology | 4.9 | 5.73 |
| Industrials | 5.57 | 7.61 |
| Financial Services | 34.92 | 32.78 |
| Basic Materials | 5.94 | 10.97 |
| Real Estate | 5.06 | - |
| Healthcare | 5.68 | 5.51 |
| Consumer Cyclical | 14.24 | 13.87 |
| Consumer Defensive | 3.34 | 8.64 |
| Utilities | 1.15 | 0.89 |
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