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WhiteOak Capital Large Cap Fund Regular Plan Growth vs SBI Blue Chip Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon SBI Blue Chip Fund-Regular Plan 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 SBI Blue Chip Fund-Regular Plan Growth
Fund WhiteOak Capital Large Cap Fund Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹698 Cr ₹49128 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 1.51
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 Blue Chip Fund-Regular Plan Growth
1 Month 1.32% 2.2%
6 Month 1.93% 2.65%
1 Year 10.39% 9.9%
3 Year - 17%
5 Year - 23.8%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth
6 Month 6.1% 6.46%
1 Year 8.48% 8.11%
3 Year - 15.69%
5 Year - 15.94%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth
1 Year 33.98% 13.25%
3 Year - 12.31%
5 Year - 13.28%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth
Standard Deviation - 11.31%
Sharp - 0.65%
Beta - 0.89%
Alpha - 1.19%

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Fund Managers

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth SBI Blue Chip 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 Blue Chip Fund-Regular Plan Growth

Market Cap

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

SBI Blue Chip Fund-Regular Plan Growth

Others 10.71 6.89
Large Cap 78.39 79.99
Mid Cap 6.2 11.58
Small Cap 4.7 1.54

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

SBI Blue Chip Fund-Regular Plan Growth

Others 8.03 6.89
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 - 5.96
IT - Software - 8.3
Construction - 5.23
Retailing - 1.68
Diversified FMCG - 5.42
Non - Ferrous Metals - 1.52
Banks - 27.35
Pharmaceuticals & Biotechnology - 6.22
Automobiles - 4.48
Cement & Cement Products - 1.7
Auto Components - 4.7
Finance - 2.86
Gas - 0.42
Electrical Equipment - 1.28
Diversified Metals - 1.28
Food Products - 3.07
Realty - 1.24
Telecom - Services - 2.96
Fertilizers & Agrochemicals - 0.78
Industrial Products - 0.62
Insurance - 2.87
Ferrous Metals - 0.43
Textiles & Apparels - 2.74

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