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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) | ₹991 Cr | ₹53030 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 | -0.65% | -0.72% |
| 6 Month | 13.46% | 12.26% |
| 1 Year | 0.19% | -0.54% |
| 3 Year | - | 13.49% |
| 5 Year | - | 17.71% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | 2.67% | 1.99% |
| 1 Year | 8.1% | 6.44% |
| 3 Year | - | 13.31% |
| 5 Year | - | 14.19% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 28.9% | 12.73% |
| 3 Year | - | 12.54% |
| 5 Year | - | 13.52% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Standard Deviation | - | 11.31% |
| Sharp | - | 0.8% |
| Beta | - | 0.88% |
| Alpha | - | 1.21% |
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 | 19 | 4.7 |
| Large Cap | 71.08 | 81.92 |
| Small Cap | 5.31 | 1.59 |
| Mid Cap | 4.6 | 11.79 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 8.8 | 4.7 |
| Communication Services | 6.86 | 2.64 |
| Energy | 4.01 | 7.6 |
| Technology | 7.89 | 4.95 |
| Industrials | 9.74 | 7.09 |
| Financial Services | 33.6 | 33.12 |
| Basic Materials | 4.79 | 11.04 |
| Real Estate | 3.29 | 0 |
| Healthcare | 5.4 | 5.37 |
| Consumer Cyclical | 11.04 | 12.69 |
| Consumer Defensive | 2.85 | 9.84 |
| Utilities | 1.72 | 0.97 |
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