WhiteOak Capital Large Cap vs Bandhan Large Cap
Data updated · direct-growth plans · not investment advice
WhiteOak Capital Large Cap currently edges it with a Smart Score of 79/100 vs 72/100. WhiteOak Capital Large Cap has the stronger risk-adjusted profile (Sortino 0.75 vs 0.72), 3-year returns of 13.8% vs 13.3%, and an expense ratio of 0.94% vs 1.11%. Scores are relative to all Large Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationWhiteOak Capital Large Cap and Bandhan Large Cap share 40.1% of their portfolios — owning both is closer to doubling one bet than diversifying.
Overlap = 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 | 2.6% | 3.5%BEST | ||
3Y return | 13.8%BEST | 13.3% | ||
5Y return | — | 10.9%BEST | ||
Since launch | 13.2%BEST | 12.9% | ||
| Vs category benchmark | ||||
1Y vs index | +5.6% | +6.5%BEST | ||
3Y vs index | +6.4%BEST | +5.9% | ||
5Y vs index | — | +3.4%BEST | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.71BEST | 0.63 | ||
Sortino ratio | 0.75BEST | 0.72 | ||
Std deviation | 13.54BEST | 14.86 | ||
Alpha | 3.87BEST | 3.03 | ||
Beta | 0.91 | 1.00 | ||
| Cost & size | ||||
Expense ratio | 0.94%BEST | 1.11% | ||
Fund size | ₹1.3k Cr | ₹2.1k CrBEST | ||
Portfolio P/E | 24.75 | 22.76BEST | ||
| Ratings | ||||
Value Research | ★★★★★ | ★★★★★BEST | ||
Morningstar | ★★★★★ | ★★★★★BEST | ||
| Details | ||||
Fund manager | — | Manish Gunwani, Prateek Poddar | ||
Benchmark | BSE 100 TRI | BSE 100 TRI | ||
Riskometer | Moderately High | Moderately High | ||
Start date | 01 Dec 2022 | 01 Jan 2013 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is WhiteOak Capital Large Cap better than Bandhan Large Cap?
WhiteOak Capital Large Cap currently edges it with a Smart Score of 79/100 vs 72/100. WhiteOak Capital Large Cap has the stronger risk-adjusted profile (Sortino 0.75 vs 0.72), 3-year returns of 13.8% vs 13.3%, and an expense ratio of 0.94% vs 1.11%. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — WhiteOak Capital Large Cap or Bandhan Large Cap?
WhiteOak Capital Large Cap has the lower expense ratio: 0.94% vs 1.11% (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), WhiteOak Capital Large Cap leads with 0.75 vs 0.72. Sharpe ratios: WhiteOak Capital Large Cap 0.71, Bandhan Large Cap 0.63.