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 09 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 02 Dec 2022 – 09 Oct 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 TRI |
|---|---|---|---|
| 02 Dec 2022 | ₹100.00 | ₹100.00 | ₹100.00 |
| 29 Mar 2023 | ₹86.71 | ₹90.27 | ₹90.06 |
| 25 Jul 2023 | ₹100.19 | ₹105.95 | ₹104.64 |
| 19 Nov 2023 | ₹106.37 | ₹109.61 | ₹106.20 |
| 15 Mar 2024 | ₹123.85 | ₹124.72 | ₹121.31 |
| 10 Jul 2024 | ₹140.53 | ₹145.66 | ₹137.63 |
| 05 Nov 2024 | ₹138.84 | ₹148.62 | ₹136.17 |
| 02 Mar 2025 | ₹122.70 | ₹134.22 | ₹122.65 |
| 27 Jun 2025 | ₹142.40 | ₹158.64 | ₹143.68 |
| 22 Oct 2025 | ₹144.86 | ₹161.75 | ₹145.68 |
| 17 Feb 2026 | ₹144.54 | ₹161.90 | ₹145.75 |
| 14 Jun 2026 | ₹136.80 | ₹152.79 | ₹136.52 |
| 09 Oct 2026 | ₹149.23 | ₹151.26 | ₹131.19 |
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 →
- 21 stocks only in Taurus Large Cap Fund
- 18 stocks in both — 38.3% of each portfolio by weight
- 46 stocks only in WhiteOak Capital Large Cap Fund
The more the circles overlap, the more the funds hold the same stocks.
Taurus Large Cap Fund and WhiteOak Capital Large Cap Fund share 38.3% 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 | |
|---|---|---|---|
| HDFC Bank Ltd. | 6.96% | 7.19% | 6.96% |
| ICICI Bank Ltd. | 5.76% | 11.05% | 5.76% |
| Bharti Airtel Ltd. | 3.67% | 6.18% | 3.67% |
| Reliance Industries Ltd. | 3.33% | 3.41% | 3.33% |
| State Bank of India | 3.09% | 3.82% | 3.09% |
| Mahindra & Mahindra Ltd. | 2.10% | 3.72% | 2.10% |
| Kotak Mahindra Bank Ltd. | 2.09% | 3.88% | 2.09% |
| Axis Bank Ltd. | 2.03% | 2.40% | 2.03% |
| Maruti Suzuki India Ltd. | 1.59% | 2.48% | 1.59% |
| Divi's Laboratories Ltd. | 8.82% | 1.39% | 1.39% |
| Solar Industries India Ltd. | 1.85% | 1.39% | 1.39% |
| Titan Company Ltd. | 1.04% | 3.02% | 1.04% |
| Sun Pharmaceutical Industries Ltd. | 0.91% | 1.17% | 0.91% |
| Tata Consultancy Services Ltd. | 0.87% | 0.92% | 0.87% |
| Persistent Systems Ltd. | 0.77% | 1.07% | 0.77% |
3 more stocks in common. 18 shared of 39 / 64 positions. Weights are shown as a share of each fund's equity book.
| Metric | Taurus · Direct NAV ₹176.34 Very High risk ★★☆☆☆ | WhiteOak Capital · Direct NAV ₹15.03 Very High risk ★★★★★ | Category median Large Cap Fund · 35 funds |
|---|---|---|---|
| +5.98%Best in row | -4.44% | -5.98% | |
| +13.29%Best in row | +12.28% | +9.21% | |
| +9.80% | — | +7.86% | |
| +10.05% | — | +11.51% | |
| +10.48% | +11.34% | +12.01% | |
| +10.77%Best in row | +7.62% | — | |
| +11.35% | +16.24%Best in row | +14.41% | |
| +10.73% | — | +13.74% | |
| +10.91% | — | +13.90% | |
| Risk | |||
| 13.89% | 13.46%Best in row | 13.36% | |
| 0.49Best in row | 0.43 | 0.20 | |
| 0.67Best in row | 0.59 | 0.27 | |
| -35.12% | -15.25% | -35.14% | |
| +4.37%Best in row | +3.83% | +1.16% | |
| 0.93 | 0.94 | 0.95 | |
| 111.7%Best in row | 108.0% | 100.0% | |
| 91.0% | 88.3%Best in row | 94.5% | |
| 2.51% | 0.91%Best in row | 1.08% | |
| ₹58.15Cr | ₹1,251Cr | ₹2,337Cr | |
| — | None | — | |
| ₹500 | ₹100 | — | |
| 96% | 194% | 51% | |
| Anuj Kapil · 3.3y | Dheeresh Pathak · 2.5y | — | |
| 03 Jan 2013 | 02 Dec 2022 | — | |
| 39 | 64 | — | |
| 51.9% | 45.0% | — | |
| 1.1% | 4.1% | — | |
3 rows carry the same value for every fund — show
- Benchmark
- Nifty 100 TRI
- 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, Taurus Large Cap Fund returned +13.29% CAGR against WhiteOak Capital Large Cap Fund's +12.28%, 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 2.51% 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 — Taurus Large Cap Fund or WhiteOak Capital Large Cap Fund?
Taurus Large Cap Fund has shown higher volatility (+13.89% annualized vs WhiteOak Capital Large Cap Fund's +13.46%), 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 ₹58.15Cr against WhiteOak Capital Large Cap Fund's ₹1,251Cr 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.