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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Tata Large Cap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
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 | 3.38% | 2.34% | 2.34% |
| 6 Month | -0.64% | -1.87% | -1.87% |
| 1 Year | 10.61% | 5.66% | 5.66% |
| 3 Year | - | 14.4% | 14.4% |
| 5 Year | - | 21.37% | 21.37% |
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 | 2.32% | 2% | 2% |
| 1 Year | 1.19% | -2.63% | -2.63% |
| 3 Year | - | 14.41% | 14.41% |
| 5 Year | - | 15.76% | 15.76% |
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 | - | 0.42% | 0.42% |
| Beta | - | 0.97% | 0.97% |
| Alpha | - | 0.59% | 0.59% |
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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 | 4.68 | 4.68 |
| Large Cap | 78.39 | 82.56 | 82.56 |
| Mid Cap | 6.2 | 8.38 | 8.38 |
| Small Cap | 4.7 | 4.37 | 4.37 |
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 | 4.68 | 4.68 |
| Energy | 3.69 | 5.29 | 5.29 |
| Technology | 10.31 | 9.18 | 9.18 |
| Consumer Cyclical | 12.77 | 7.58 | 7.58 |
| Industrials | 8.83 | 10.92 | 10.92 |
| Financial Services | 33.65 | 34.65 | 34.65 |
| Basic Materials | 4 | 5.38 | 5.38 |
| Healthcare | 5.81 | 6.82 | 6.82 |
| Consumer Defensive | 3.02 | 5.85 | 5.85 |
| Real Estate | 1.82 | 0.84 | 0.84 |
| Utilities | 2.95 | 5.89 | 5.89 |
| Communication Services | 5.13 | 2.93 | 2.93 |
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