WhiteOak Capital Large Cap vs ICICI Pru Large Cap
Data updated · direct-growth plans · not investment advice
WhiteOak Capital Large Cap currently edges it with a Smart Score of 78/100 vs 78/100. WhiteOak Capital Large Cap has the stronger risk-adjusted profile (Sortino 0.78 vs 0.65), 3-year returns of 14.1% vs 12.3%, and an expense ratio of 0.95% vs 1.05%. Scores are relative to all Large Cap peers and refresh with every data update.
| Metric | 78 WhiteOak Capital Large Cap WhiteOak Strong Buy | 78 ICICI Pru Large Cap ICICI Pru Strong Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 0.1%BEST | -2.1% | |
3Y return ↑ higher is better | 14.1%BEST | 12.3% | |
5Y return ↑ higher is better | — | 13.4%BEST | |
Since launch ↑ higher is better | 13.2% | 14.6%BEST | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +4.4%BEST | +2.1% | |
3Y vs index fund minus its own index | +6.5%BEST | +4.8% | |
5Y vs index fund minus its own index | — | +3.9%BEST | |
Benchmark used | Nifty 50 | Nifty 50 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.70BEST | 0.67 | |
Sortino ratio ↑ higher is better | 0.78BEST | 0.65 | |
Std deviation ↓ lower is better | 13.61 | 13.53BEST | |
Alpha ↑ higher is better | 3.35BEST | 2.92 | |
Beta ≈1 moves with the market | 0.91 | 0.90 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.95%BEST | 1.05% | |
Fund size ↑ higher is better | ₹1.2k Cr | ₹79.4k CrBEST | |
Portfolio P/E ↓ lower is better | 24.63 | 21.11BEST | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★ | ★★★★★BEST | |
Morningstar 1–5 stars | ★★★★★ | ★★★★★BEST | |
| Details | |||
Fund manager | — | Sankaran Naren, Vaibhav Dusad | |
Benchmark | BSE 100 TRI | Nifty 100 TRI | |
Riskometer | Moderately High | Moderately High | |
Start date | 01 Dec 2022 | 01 Jan 2013 | |
Quick answers
Is WhiteOak Capital Large Cap better than ICICI Pru Large Cap?
WhiteOak Capital Large Cap currently edges it with a Smart Score of 78/100 vs 78/100. WhiteOak Capital Large Cap has the stronger risk-adjusted profile (Sortino 0.78 vs 0.65), 3-year returns of 14.1% vs 12.3%, and an expense ratio of 0.95% vs 1.05%. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — WhiteOak Capital Large Cap or ICICI Pru Large Cap?
WhiteOak Capital Large Cap has the lower expense ratio: 0.95% vs 1.05% (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 0.78 vs 0.65. Sharpe ratios: WhiteOak Capital Large Cap 0.70, ICICI Pru Large Cap 0.67.