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

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WhiteOak Capital Large Cap Fund Regular Plan Growth

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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

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%

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%

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%

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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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

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

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