Bandhan Large Cap Fund vs WhiteOak Capital Large Cap Fund
Bandhan Large Cap Fund (Direct) and WhiteOak Capital Large Cap Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Large Cap Fund schemes — see the best large cap mutual funds for the full ranking.
Head to head
NAVs as of 04 Sep 2026
Growth of ₹100 (rebased over the selected window)
Common period 02 Dec 2022 – 04 Sep 2026, limited by WhiteOak Capital Large Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Bandhan Large Cap Fund | WhiteOak Capital Large Cap Fund | Nifty 100 |
|---|---|---|---|
| 02 Dec 2022 | ₹100.00 | ₹100.00 | ₹100.00 |
| 26 Mar 2023 | ₹91.44 | ₹89.46 | ₹89.20 |
| 19 Jul 2023 | ₹109.79 | ₹106.47 | ₹104.35 |
| 10 Nov 2023 | ₹108.82 | ₹107.94 | ₹103.04 |
| 03 Mar 2024 | ₹131.15 | ₹127.70 | ₹121.15 |
| 26 Jun 2024 | ₹145.24 | ₹142.81 | ₹131.78 |
| 18 Oct 2024 | ₹153.24 | ₹151.73 | ₹137.01 |
| 09 Feb 2025 | ₹143.80 | ₹143.98 | ₹127.85 |
| 04 Jun 2025 | ₹150.81 | ₹152.08 | ₹133.76 |
| 26 Sep 2025 | ₹153.45 | ₹154.48 | ₹134.01 |
| 18 Jan 2026 | ₹161.08 | ₹162.63 | ₹139.29 |
| 13 May 2026 | ₹150.69 | ₹150.97 | ₹129.14 |
| 04 Sep 2026 | ₹160.77 | ₹160.05 | ₹132.70 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
Bandhan Large Cap Fund and WhiteOak Capital Large Cap Fund share 50.6% of their equity book — below the 52.9% median for Large Cap × Large Cap. These two are genuinely doing different things.
Shared holdings — Bandhan Large Cap Fund vs WhiteOak Capital Large Cap Fund
| Stock | Bandhan Large Cap Fund | WhiteOak Capital Large Cap Fund | |
|---|---|---|---|
| ICICI Bank Ltd | 9.02% | 11.31% | 9.02% |
| HDFC Bank Ltd | 7.39% | 8.88% | 7.39% |
| State Bank of India | 3.86% | 3.69% | 3.69% |
| Reliance Industries Ltd | 6.06% | 3.69% | 3.69% |
| Mahindra & Mahindra Ltd | 3.55% | 4.21% | 3.55% |
| Bharti Airtel Ltd | 3.05% | 6.27% | 3.05% |
| Zomato Ltd | 2.32% | 3.50% | 2.32% |
| Larsen & Toubro Ltd | 3.16% | 2.05% | 2.05% |
| Sun Pharmaceutical Industries Ltd | 3.05% | 1.87% | 1.87% |
| Titan Company Ltd | 1.51% | 3.14% | 1.51% |
| Bajaj Finserv Ltd | 3.00% | 1.44% | 1.44% |
| Bharat Electronics Ltd | 1.27% | 2.24% | 1.27% |
| Kotak Mahindra Bank Ltd | 1.23% | 3.56% | 1.23% |
| Axis Bank Ltd | 2.66% | 1.15% | 1.15% |
| NTPC Ltd | 3.52% | 1.08% | 1.08% |
13 more stocks in common. 28 shared of 68 / 60 positions. Weights are shown as a share of each fund's equity book.
| Metric | Bandhan · Direct NAV ₹91.65 Very High risk ★★★☆☆ | WhiteOak Capital · Direct NAV ₹15.91 Very High risk ★★★★★ | Category median Large Cap Fund · 35 funds |
|---|---|---|---|
| +4.04%Best in row | +3.00% | +0.67% | |
| +13.93% | +14.27%Best in row | +11.30% | |
| +11.01% | — | +9.64% | |
| +13.13% | — | +12.14% | |
| +12.96% | +13.34%Best in row | +13.07% | |
| +11.83%Best in row | +11.17% | — | |
| +13.79% | +16.77%Best in row | +14.48% | |
| +13.70% | — | +13.79% | |
| +13.65% | — | +13.95% | |
| Risk | |||
| 13.37% | 13.35% | 13.23% | |
| 0.56 | 0.58 | 0.34 | |
| 0.78 | 0.80 | 0.47 | |
| -35.14% | -15.25%Best in row | -35.14% | |
| +4.81% | +5.20%Best in row | +2.38% | |
| 1.01 | 0.93 | 0.96 | |
| 113.6%Best in row | 111.1% | 103.0% | |
| 88.6% | 82.5%Best in row | 90.5% | |
| 1.05% | 0.91%Best in row | 1.05% | |
| ₹2,004Cr | ₹1,167Cr | ₹2,238Cr | |
| 0.50% | Up to 1.00% | — | |
| ₹1.00K | ₹500 | — | |
| 36% | 205% | 44% | |
| Gaurav Satra | Dheeresh Pathak · 2.4y | — | |
| 02 Jan 2013 | 02 Dec 2022 | — | |
| 68 | 60 | — | |
| 46.3% | 46.0% | — | |
| 0.7% | -9.3% | — | |
3 rows carry the same value for every fund — show
- Benchmark
- Nifty 100
- Lock-in
- None
- Min SIP
- ₹100
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Bandhan Large Cap Fund or WhiteOak Capital Large Cap Fund?
Over the last 3 years, WhiteOak Capital Large Cap Fund returned +14.27% CAGR against Bandhan Large Cap Fund's +13.93%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Bandhan Large Cap Fund or WhiteOak Capital Large Cap Fund?
WhiteOak Capital Large Cap Fund has the lower expense ratio: Bandhan Large Cap Fund charges 1.05% a year against WhiteOak Capital Large Cap Fund's 0.91%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Bandhan Large Cap Fund or WhiteOak Capital Large Cap Fund?
Bandhan Large Cap Fund has shown higher volatility (+13.37% annualized vs WhiteOak Capital Large Cap Fund's +13.35%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Bandhan Large Cap Fund -17.95% vs WhiteOak Capital Large Cap Fund -15.25%.
Which fund manages more money — Bandhan Large Cap Fund or WhiteOak Capital Large Cap Fund?
Bandhan Large Cap Fund is the larger fund: Bandhan Large Cap Fund manages ₹2,004Cr against WhiteOak Capital Large Cap Fund's ₹1,167Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Bandhan Large Cap Fund and WhiteOak Capital Large Cap Fund in the same category?
Yes — both are Large Cap Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.