WhiteOak Capital Large Cap vs Nippon India 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 73/100. WhiteOak Capital Large Cap has the stronger risk-adjusted profile (Sortino 0.80 vs 0.54), 3-year returns of 14.3% vs 11.8%, and an expense ratio of 0.94% vs 0.87%. 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 | 3.0%BEST | -1.1% | ||
3Y return | 14.3%BEST | 11.8% | ||
5Y return | — | 13.8%BEST | ||
Since launch | 13.3% | 15.1%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +5.5%BEST | +1.4% | ||
3Y vs index | +6.3%BEST | +3.9% | ||
5Y vs index | — | +6.1%BEST | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.71BEST | 0.55 | ||
Sortino ratio | 0.80BEST | 0.54 | ||
Std deviation | 13.54BEST | 13.89 | ||
Alpha | 3.87BEST | 1.66 | ||
Beta | 0.91 | 0.94 | ||
| Cost & size | ||||
Expense ratio | 0.94% | 0.87%BEST | ||
Fund size | ₹1.3k Cr | ₹54.2k CrBEST | ||
Portfolio P/E | 24.75 | 24.26BEST | ||
| Ratings | ||||
Value Research | ★★★★★ | ★★★★★BEST | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | — | Bhavik Dave, Sailesh Raj Bhan | ||
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 Nippon India Large Cap?
WhiteOak Capital Large Cap currently edges it with a Smart Score of 79/100 vs 73/100. WhiteOak Capital Large Cap has the stronger risk-adjusted profile (Sortino 0.80 vs 0.54), 3-year returns of 14.3% vs 11.8%, and an expense ratio of 0.94% vs 0.87%. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — WhiteOak Capital Large Cap or Nippon India Large Cap?
Nippon India Large Cap has the lower expense ratio: 0.87% vs 0.94% (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 0.80 vs 0.54. Sharpe ratios: WhiteOak Capital Large Cap 0.71, Nippon India Large Cap 0.55.