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WhiteOak Capital Large Cap Fund vs Invesco India Large Cap Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • WhiteOak Capital Large Cap Fund
  • Invesco India Large Cap Fund
WhiteOak Capital Large Cap Fund compared with Invesco India Large Cap Fund
FundWhiteOak Capital Mutual FundWhiteOak Capital Large Cap FundLarge Cap Fund · Direct planNAV ₹15.55Invesco Mutual FundInvesco India Large Cap FundLarge Cap Fund · Direct planNAV ₹86.81
Returns
1 year-2.2%1.3% (best of these funds)
3 yearsa year12.5%13.5% (best of these funds)
5 yearsa year11.4%
10 yearsa year13.6%
Risk
Volatilitya year13.4% (best of these funds)14.3%
Worst fall−15.2% (best of these funds)−36.9%
Best year46.7%83.8% (best of these funds)
Worst year-3.1% (best of these funds)-29.9%
Years in gain95% (best of these funds)87%
Cost and size
Expense ratio0.94%0.67% (best of these funds)
Fund size₹1,276 Cr₹2,021 Cr
Minimum SIP₹100₹100
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.