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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Tata Large Cap Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Fund WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹698 Cr ₹2408 Cr ₹2408 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100 ₹100
Min Addl Investment ₹500 ₹1000 ₹1000
Launch Date 01 Dec 2022 07 May 1998 07 May 1998
Category Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark BSE 100 NIFTY 100 TRI NIFTY 100 TRI
Turn Over 0.0% 20.36% 20.36%
Expense Ratio 2.31 2.04 2.04
Manager Piyush Baranwal Kapil Malhotra Kapil Malhotra
ISIN Code INF03VN01662 INF277K01931 INF277K01931
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 Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Large Cap 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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month 4.13% 4.1% 4.1%
6 Month 4.29% 4.05% 4.05%
1 Year 12.02% 7.7% 7.7%
3 Year - 18.45% 18.45%
5 Year - 24.52% 24.52%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
6 Month 6.1% 5.71% 5.71%
1 Year 8.48% 4.89% 4.89%
3 Year - 16% 16%
5 Year - 16.31% 16.31%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 33.98% 13.34% 13.34%
3 Year - 13.25% 13.25%
5 Year - 13.65% 13.65%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation - 12.66% 12.66%
Sharp - 0.61% 0.61%
Beta - 0.97% 0.97%
Alpha - 0.6% 0.6%

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Fund Managers

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Name Piyush Baranwal Kapil Malhotra Kapil Malhotra
Total AUM ₹5379 Cr ₹18472 Cr ₹18472 Cr
Funds Managed 9 7 7
WhiteOak Capital Large Cap Fund Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 10.71 5.73 5.73
Large Cap 78.39 82.46 82.46
Mid Cap 6.2 7.34 7.34
Small Cap 4.7 4.47 4.47

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 8.03 5.73 5.73
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 - 5.25 5.25
Electrical Equipment - 2 2
IT - Software - 6.52 6.52
Retailing - 0.87 0.87
Personal Products - 1.85 1.85
Construction - 3.86 3.86
Ferrous Metals - 3.09 3.09
Diversified FMCG - 2.03 2.03
Banks - 28.27 28.27
Pharmaceuticals & Biotechnology - 6.69 6.69
Cement & Cement Products - 2.84 2.84
Automobiles - 5.86 5.86
Telecom - Services - 2.95 2.95
Finance - 4.07 4.07
IT - Services - 0.83 0.83
Consumer Durables - 2.55 2.55
Agricultural Food & other Products - 1.73 1.73
Realty - 0.83 0.83
Leisure Services - 0.98 0.98
Transport Services - 0.83 0.83
Industrial Manufacturing - 0.62 0.62
Power - 5.4 5.4
Transport Infrastructure - 1.18 1.18
Auto Components - 1.07 1.07
Insurance - 2.1 2.1

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