Taurus Large Cap Fund vs WhiteOak Capital Large Cap Fund
Taurus 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 26 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 02 Dec 2022 – 26 Aug 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 | Taurus Large Cap Fund | WhiteOak Capital Large Cap Fund | Nifty 100 |
|---|---|---|---|
| 02 Dec 2022 | ₹100.00 | ₹100.00 | ₹100.00 |
| 26 Mar 2023 | ₹86.33 | ₹89.46 | ₹89.20 |
| 17 Jul 2023 | ₹100.25 | ₹106.18 | ₹103.79 |
| 08 Nov 2023 | ₹103.11 | ₹108.03 | ₹103.18 |
| 29 Feb 2024 | ₹125.29 | ₹125.68 | ₹119.37 |
| 22 Jun 2024 | ₹135.84 | ₹140.97 | ₹130.13 |
| 14 Oct 2024 | ₹144.25 | ₹153.07 | ₹138.83 |
| 04 Feb 2025 | ₹133.20 | ₹144.87 | ₹128.67 |
| 29 May 2025 | ₹138.04 | ₹152.59 | ₹134.80 |
| 19 Sep 2025 | ₹142.60 | ₹159.21 | ₹137.92 |
| 11 Jan 2026 | ₹142.52 | ₹161.98 | ₹139.12 |
| 04 May 2026 | ₹140.70 | ₹153.60 | ₹132.70 |
| 26 Aug 2026 | ₹153.04 | ₹162.06 | ₹134.44 |
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 →
Taurus Large Cap Fund and WhiteOak Capital Large Cap Fund share 36.1% of their equity book — below the 52.9% median for Large Cap × Large Cap. These two are genuinely doing different things.
Shared holdings — Taurus Large Cap Fund vs WhiteOak Capital Large Cap Fund
| Stock | Taurus Large Cap Fund | WhiteOak Capital Large Cap Fund | |
|---|---|---|---|
| ICICI Bank Ltd | 6.73% | 11.64% | 6.73% |
| HDFC Bank Ltd | 6.70% | 11.67% | 6.70% |
| Bharti Airtel Ltd | 4.74% | 6.03% | 4.74% |
| Reliance Industries Ltd | 4.44% | 3.81% | 3.81% |
| Mahindra & Mahindra Ltd | 2.69% | 3.97% | 2.69% |
| State Bank of India | 4.07% | 2.60% | 2.60% |
| Maruti Suzuki India Ltd | 2.30% | 3.00% | 2.30% |
| Axis Bank Ltd | 2.75% | 1.31% | 1.31% |
| Titan Company Ltd | 1.23% | 2.74% | 1.23% |
| Sun Pharmaceutical Industries Ltd | 1.14% | 1.83% | 1.14% |
| Power Finance Corporation Ltd | 1.06% | 1.37% | 1.06% |
| TATA CAPITAL LIMITED EQ | 0.98% | 1.08% | 0.98% |
| Kotak Mahindra Bank Ltd | 0.72% | 3.74% | 0.72% |
| Persistent Systems Ltd | 1.53% | 0.04% | 0.04% |
| Infosys Ltd | 2.40% | 0.01% | 0.01% |
15 shared of 35 / 58 positions. Weights are shown as a share of each fund's equity book.
| Metric | Taurus · Direct NAV ₹180.85 Very High risk ★★☆☆☆ | WhiteOak Capital · Direct NAV ₹16.11 Very High risk ★★★★★ | Category median Large Cap Fund · 35 funds |
|---|---|---|---|
| +10.36%Best in row | +4.59% | +2.08% | |
| +15.21% | +15.47%Best in row | +12.36% | |
| +11.75% | — | +10.89% | |
| +10.52% | — | +12.67% | |
| +10.78% | +13.81%Best in row | +13.22% | |
| +12.62%Best in row | +12.11% | — | |
| +11.38% | +17.16%Best in row | +14.71% | |
| +10.69% | — | +13.77% | |
| +10.97% | — | +13.96% | |
| Risk | |||
| 13.82% | 13.36%Best in row | 13.24% | |
| 0.63 | 0.67 | 0.44 | |
| 0.87 | 0.93Best in row | 0.61 | |
| -35.12% | -15.25%Best in row | -35.14% | |
| +4.87% | +5.04%Best in row | +2.42% | |
| 0.97 | 0.92 | 0.96 | |
| 114.8%Best in row | 109.8% | 103.3% | |
| 91.5% | 82.1%Best in row | 90.3% | |
| 2.54% | 0.94%Best in row | 1.07% | |
| ₹49.42Cr | ₹1,167Cr | ₹2,238Cr | |
| 1.00% | Up to 1.00% | — | |
| ₹500 | ₹100 | — | |
| 91% | 205% | 44% | |
| Anuj Kapil · 3.2y | Dheeresh Pathak · 2.4y | — | |
| 03 Jan 2013 | 02 Dec 2022 | — | |
| 35 | 58 | — | |
| 53.3% | 43.2% | — | |
| 3.9% | 0.5% | — | |
3 rows carry the same value for every fund — show
- Benchmark
- Nifty 100
- Lock-in
- None
- Min lumpsum
- ₹500
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 — Taurus Large Cap Fund or WhiteOak Capital Large Cap Fund?
Over the last 3 years, WhiteOak Capital Large Cap Fund returned +15.47% CAGR against Taurus Large Cap Fund's +15.21%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Taurus Large Cap Fund or WhiteOak Capital Large Cap Fund?
WhiteOak Capital Large Cap Fund has the lower expense ratio: Taurus Large Cap Fund charges 2.54% a year against WhiteOak Capital Large Cap Fund's 0.94%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Taurus Large Cap Fund or WhiteOak Capital Large Cap Fund?
Taurus Large Cap Fund has shown higher volatility (+13.82% annualized vs WhiteOak Capital Large Cap Fund's +13.36%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Taurus Large Cap Fund -17.62% vs WhiteOak Capital Large Cap Fund -15.25%.
Which fund manages more money — Taurus Large Cap Fund or WhiteOak Capital Large Cap Fund?
WhiteOak Capital Large Cap Fund is the larger fund: Taurus Large Cap Fund manages ₹49.42Cr 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 Taurus 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.