- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1014 Cr | ₹52421 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 | 2.57% | 2.88% |
| 6 Month | 14.26% | 12.57% |
| 1 Year | 0.89% | 0.18% |
| 3 Year | - | 13.43% |
| 5 Year | - | 19.07% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | 3.84% | 3.26% |
| 1 Year | 11.83% | 10.56% |
| 3 Year | - | 13.42% |
| 5 Year | - | 13.84% |
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 | - | 0.64% |
| Beta | - | 0.89% |
| Alpha | - | 0.99% |
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 |
Top Comparisons
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns10.53%
HSBC Business Cycles Fund - Regular Growth
3Y Returns19.18%
Franklin India Flexi Cap Fund - Growth
3Y Returns17.53%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns13.93%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.07%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.1%
Kotak Small Cap Fund Regular Growth
3Y Returns15.23%
Axis Small Cap Fund Regular Growth
3Y Returns17.91%
