WhiteOak Capital Large Cap vs Taurus 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 72/100. WhiteOak Capital Large Cap has the stronger risk-adjusted profile (Sortino 0.61 vs 0.56), 3-year returns of 13.2% vs 13.2%, and an expense ratio of 0.94% vs —. 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 | -1.4% | 6.8%BEST | ||
3Y return | 13.2%BEST | 13.2% | ||
5Y return | — | 10.4%BEST | ||
Since launch | 12.4%BEST | 10.6% | ||
| Vs category benchmark | ||||
1Y vs index | +6.0% | +14.2%BEST | ||
3Y vs index | +7.1%BEST | +7.1% | ||
5Y vs index | — | +3.6%BEST | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.73BEST | 0.64 | ||
Sortino ratio | 0.61BEST | 0.56 | ||
Std deviation | 13.54BEST | 15.04 | ||
Alpha | 3.89BEST | 3.32 | ||
Beta | 0.91 | 0.96 | ||
| Cost & size | ||||
Expense ratio | 0.94%BEST | — | ||
Fund size | ₹1.3k CrBEST | ₹60 Cr | ||
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 Dec 2022 | 01 Jan 2013 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is WhiteOak Capital Large Cap better than Taurus Large Cap?
WhiteOak Capital Large Cap currently edges it with a Smart Score of 78/100 vs 72/100. WhiteOak Capital Large Cap has the stronger risk-adjusted profile (Sortino 0.61 vs 0.56), 3-year returns of 13.2% vs 13.2%, and an expense ratio of 0.94% vs —. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — WhiteOak Capital Large Cap or Taurus 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), WhiteOak Capital Large Cap leads with 0.61 vs 0.56. Sharpe ratios: WhiteOak Capital Large Cap 0.73, Taurus Large Cap 0.64.