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

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WhiteOak Capital Large Cap Fund Regular Plan Growth

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Tata Large Cap Fund -Regular Plan - Growth Option

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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)	₹925 Cr	₹2611 Cr	₹2611 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

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	3.41%	2.98%	2.98%
6 Month	3.65%	3.95%	3.95%
1 Year	6.33%	1.4%	1.4%
3 Year	-	19.14%	19.14%
5 Year	-	20.95%	20.95%

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	10.17%	8.59%	8.59%
1 Year	14.53%	10.07%	10.07%
3 Year	-	16.72%	16.72%
5 Year	-	16.59%	16.59%

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	31.12%	12.99%	12.99%
3 Year	-	13.25%	13.25%
5 Year	-	13.75%	13.75%

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	-	0.77%	0.77%
Beta	-	0.97%	0.97%
Alpha	-	0.55%	0.55%

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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

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	17.89	5.66	5.66
Large Cap	72.55	84.75	84.75
Mid Cap	5.24	6.52	6.52
Small Cap	4.31	3.07	3.07

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	10.89	5.66	5.66
Communication Services	6.68	-	-
Energy	4.11	-	-
Technology	8.81	-	-
Industrials	9.91	-	-
Financial Services	34.75	-	-
Basic Materials	3.89	-	-
Healthcare	5.18	-	-
Consumer Cyclical	9.51	-	-
Utilities	2.18	-	-
Real Estate	1.45	-	-
Consumer Defensive	2.65	-	-
Petroleum Products	-	4.9	4.9
Electrical Equipment	-	2.14	2.14
IT - Software	-	6.17	6.17
Construction	-	3.81	3.81
Finance	-	5.61	5.61
Ferrous Metals	-	4.09	4.09
Diversified FMCG	-	2.2	2.2
Banks	-	27.57	27.57
Pharmaceuticals & Biotechnology	-	5.2	5.2
Cement & Cement Products	-	3.32	3.32
Automobiles	-	8.04	8.04
Telecom - Services	-	3.01	3.01
IT - Services	-	0.83	0.83
Consumer Durables	-	1.95	1.95
Realty	-	0.92	0.92
Leisure Services	-	1.16	1.16
Transport Services	-	0.82	0.82
Industrial Manufacturing	-	0.66	0.66
Power	-	4.92	4.92
Transport Infrastructure	-	1.34	1.34
Auto Components	-	2.05	2.05
Insurance	-	2.23	2.23
Beverages	-	1.4	1.4