Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| WhiteOak Capital Large Cap | HDFC Large Cap | |
|---|---|---|
| WhiteOak Capital Large Cap | itself | 50% |
| HDFC Large Cap | 50% | itself |
Most alike: WhiteOak Capital Large Cap Fund and HDFC Large Cap Fund share 50% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | WhiteOak Capital Large Cap | HDFC Large Cap |
|---|---|---|
| Category | Large Cap | Large Cap |
| Share of three-year stretches it beat its category P4 | 100% of 10 | 51% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.85% | 0.70% |
| Portfolio turned over a year P1 | 80% | 45% |
| Run by P7 | Piyush Baranwal · 3.8 yrs | not known |
| 1-year return | −1.0% | −3.2% |
| 3 years p.a. | 13.3% | 9.1% |
| 5 years p.a. | — | 10.6% |
| Deepest fall (max drawdown) | −15.3% | −16.4% |
| Assets (AUM) | ₹1,274 Cr | ₹40,166 Cr |
| Disclosed history | 3.0 yrs | 1.8 yrs |
| Holdings · top ten weight | 80 · 47% | 50 · 53% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.