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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) | ₹1141 Cr | ₹55637 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 | -0.97% | -0.17% |
| 6 Month | 4.42% | 4.09% |
| 1 Year | 3.61% | 5.44% |
| 3 Year | 16.36% | 14% |
| 5 Year | - | 14.87% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | 3.01% | 3.03% |
| 1 Year | 16.19% | 15.08% |
| 3 Year | 16.14% | 13.09% |
| 5 Year | - | 13.31% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 25.45% | 12.41% |
| 3 Year | - | 12.74% |
| 5 Year | - | 13.74% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Standard Deviation | - | 11.31% |
| Sharp | - | 0.7% |
| Beta | - | 0.88% |
| Alpha | - | 0.78% |
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 | 14.49 | 5.66 |
| Large Cap | 77.64 | 82.59 |
| Small Cap | 3.86 | 1.15 |
| Mid Cap | 4.01 | 10.59 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 4.67 | 3.26 |
| Communication Services | 6.2 | 2.76 |
| Energy | 4.18 | 8.24 |
| Technology | 8.04 | 5.77 |
| Industrials | 7.22 | 7.21 |
| Financial Services | 34.65 | 31.33 |
| Basic Materials | 6.47 | 11.06 |
| Real Estate | 3.59 | - |
| Healthcare | 6.32 | 5.63 |
| Consumer Cyclical | 14.12 | 14.55 |
| Consumer Defensive | 3.36 | 9.29 |
| Utilities | 1.18 | 0.92 |
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