WhiteOak Capital Large Cap vs Invesco India 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 77/100. WhiteOak Capital Large Cap has the weaker risk-adjusted profile (Sortino 0.82 vs 1.52), 3-year returns of 14.4% vs 14.5%, and an expense ratio of 0.95% vs 0.94%. Scores are relative to all Large Cap peers and refresh with every data update.
| Metric | 78 WhiteOak Capital Large Cap WhiteOak Strong Buy | 77 Invesco India Large Cap Invesco Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 0.9% | 3.0%BEST | |
3Y return ↑ higher is better | 14.4% | 14.5%BEST | |
5Y return ↑ higher is better | — | 13.4%BEST | |
Since launch ↑ higher is better | 13.5% | 14.9%BEST | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +4.3% | +6.4%BEST | |
3Y vs index fund minus its own index | +6.6% | +6.7%BEST | |
5Y vs index fund minus its own index | — | +3.7%BEST | |
Benchmark used | Nifty 50 | Nifty 50 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.70BEST | 0.65 | |
Sortino ratio ↑ higher is better | 0.82 | 1.52BEST | |
Std deviation ↓ lower is better | 13.61BEST | 15.74 | |
Alpha ↑ higher is better | 3.35BEST | 3.21 | |
Beta ≈1 moves with the market | 0.91 | 1.04 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.95% | 0.94%BEST | |
Fund size ↑ higher is better | ₹1.2k Cr | ₹1.8k CrBEST | |
Portfolio P/E ↓ lower is better | 24.63BEST | 48.34 | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★ | ★★★★★BEST | |
Morningstar 1–5 stars | ★★★★★ | ★★★★★BEST | |
| Details | |||
Fund manager | — | Aditya Khemani | |
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 Invesco India Large Cap?
WhiteOak Capital Large Cap currently edges it with a Smart Score of 78/100 vs 77/100. WhiteOak Capital Large Cap has the weaker risk-adjusted profile (Sortino 0.82 vs 1.52), 3-year returns of 14.4% vs 14.5%, and an expense ratio of 0.95% vs 0.94%. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — WhiteOak Capital Large Cap or Invesco India Large Cap?
Invesco India Large Cap has the lower expense ratio: 0.94% vs 0.95% (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), Invesco India Large Cap leads with 1.52 vs 0.82. Sharpe ratios: WhiteOak Capital Large Cap 0.70, Invesco India Large Cap 0.65.