Taurus Large Cap vs WhiteOak Capital Large Cap
Data updated · direct-growth plans · not investment advice
Taurus Large Cap currently edges it with a Smart Score of 77/100 vs 77/100. Taurus Large Cap has the stronger risk-adjusted profile (Sortino 0.67 vs 0.58), 3-year returns of 13.3% vs 12.2%, and an expense ratio of — vs 0.94%. Scores are relative to all Large Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 6.8%BEST | -3.3% | ||
3Y return | 13.3%BEST | 12.2% | ||
5Y return | 10.0%BEST | — | ||
Since launch | 10.5% | 11.4%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +15.4%BEST | +5.3% | ||
3Y vs index | +7.4%BEST | +6.3% | ||
5Y vs index | +4.1%BEST | — | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.64 | 0.73BEST | ||
Sortino ratio | 0.67BEST | 0.58 | ||
Std deviation | 15.04 | 13.54BEST | ||
Alpha | 3.32 | 3.89BEST | ||
Beta | 0.96 | 0.91 | ||
| Cost & size | ||||
Expense ratio | — | 0.94%BEST | ||
Fund size | ₹60 Cr | ₹1.3k CrBEST | ||
Portfolio P/E | — | 24.10BEST | ||
| Ratings | ||||
Value Research | — | ★★★★★BEST | ||
Morningstar | — | ★★★★★BEST | ||
| Details | ||||
Fund manager | — | — | ||
Benchmark | BSE 100 TRI | BSE 100 TRI | ||
Riskometer | Moderately High | Moderately High | ||
Start date | 01 Jan 2013 | 01 Dec 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Taurus Large Cap better than WhiteOak Capital Large Cap?
Taurus Large Cap currently edges it with a Smart Score of 77/100 vs 77/100. Taurus Large Cap has the stronger risk-adjusted profile (Sortino 0.67 vs 0.58), 3-year returns of 13.3% vs 12.2%, and an expense ratio of — vs 0.94%. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — Taurus Large Cap or WhiteOak Capital Large Cap?
WhiteOak Capital Large Cap has the lower expense ratio: 0.94% vs 99.00% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Taurus Large Cap leads with 0.67 vs 0.58. Sharpe ratios: Taurus Large Cap 0.64, WhiteOak Capital Large Cap 0.73.