Skip to content
WealthTicker

Compare

NAVs as of 20 Aug 2026

DSP Large Cap FundDirectInvesco India Largecap FundDirectWhiteOak Capital Large Cap FundDirectquant Large Cap FundDirect4 of 4 funds
Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Common period 02 Dec 202220 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
Growth of ₹100, sampled across the common period
DateDSP Large Cap FundInvesco India Largecap FundWhiteOak Capital Large Cap Fundquant Large Cap FundNifty 100
02 Dec 2022₹100.00₹100.00₹100.00₹100.00₹100.00
25 Mar 2023₹92.67₹90.94₹89.46₹87.35₹89.20
16 Jul 2023₹107.88₹109.29₹105.78₹103.66₹103.09
06 Nov 2023₹110.92₹110.41₹107.40₹108.09₹102.80
27 Feb 2024₹129.20₹131.29₹126.64₹140.11₹120.41
19 Jun 2024₹143.39₹146.00₹141.47₹149.96₹130.36
11 Oct 2024₹156.68₹158.13₹152.31₹155.66₹138.07
01 Feb 2025₹148.35₹145.03₹143.26₹141.67₹127.47
25 May 2025₹158.69₹155.12₹152.40₹144.94₹134.88
15 Sep 2025₹160.03₹160.89₹157.40₹150.33₹136.37
06 Jan 2026₹165.29₹163.68₹164.64₹154.62₹142.07
29 Apr 2026₹153.91₹156.76₹154.41₹151.45₹133.05
20 Aug 2026₹156.71₹169.83₹161.81₹161.62₹134.56

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 →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
OverlapDSP Large Cap FundInvesco India Largecap FundWhiteOak Capital Large Cap Fundquant Large Cap Fund
DSP Large Cap Fund
Invesco India Largecap Fund
WhiteOak Capital Large Cap Fund
quant Large Cap Fund
0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

DSP Large Cap Fund and WhiteOak Capital Large Cap Fund share 46.8% of their equity book — below the 52.9% median for Large Cap × Large Cap. These two are genuinely doing different things.

Shared holdings — DSP Large Cap Fund vs WhiteOak Capital Large Cap Fund

Stocks held by both DSP Large Cap Fund and WhiteOak Capital Large Cap Fund, with each fund's weight and the weight they share.
StockDSP Large Cap FundWhiteOak Capital Large Cap Fund
HDFC Bank Ltd10.35%11.67%10.35%
ICICI Bank Ltd10.19%11.64%10.19%
Bharti Airtel Ltd5.18%6.03%5.18%
Mahindra & Mahindra Ltd5.14%3.97%3.97%
Reliance Industries Ltd4.20%3.81%3.81%
Kotak Mahindra Bank Ltd2.59%3.74%2.59%
Maruti Suzuki India Ltd2.53%3.00%2.53%
Larsen & Toubro Ltd4.79%2.06%2.06%
Axis Bank Ltd6.16%1.31%1.31%
NTPC Ltd3.23%1.16%1.16%
Asian Paints Ltd1.09%1.23%1.09%
State Bank of India0.81%2.60%0.81%
Cipla Ltd3.34%0.77%0.77%
Oil & Natural Gas Corporation Ltd1.10%0.73%0.73%
Info Edge (India) Ltd0.96%0.23%0.23%

2 more stocks in common. 17 shared of 41 / 58 positions. Weights are shown as a share of each fund's equity book.

DSP Large Cap Fund, Invesco India Largecap Fund, WhiteOak Capital Large Cap Fund, quant Large Cap Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Large Cap Fund median.
Metric
DSP · Direct
NAV ₹508.84
Very High risk
★★★☆☆
Invesco · Direct
NAV ₹89.23
Very High risk
★★★★☆
WhiteOak Capital · Direct
NAV ₹16.08
Very High risk
★★★★★
quant · Direct
NAV ₹16.91
Very High risk
★★★☆☆
Category median
Large Cap Fund · 35 funds
-1.50%+6.85%+3.14%+7.57%Best in row+0.75%
+12.61%+16.19%Best in row+15.59%+15.44%+12.33%
+10.89%+13.47%Best in row+11.21%
+11.26%+14.13%Best in row+12.51%
+11.62%+15.10%Best in row+13.83%+13.93%+13.22%
+10.89%+14.00%Best in row+11.98%+12.55%
+12.85%+15.41%+17.09%Best in row+16.45%+14.61%
+12.24%+15.05%Best in row+13.78%
+12.55%+15.09%Best in row+13.95%
Risk
12.20%Best in row14.33%13.35%15.97%13.24%
0.500.680.680.560.43
0.710.940.940.780.58
-40.33%-36.85%-15.25%Best in row-21.11%-35.14%
+2.90%+5.48%Best in row+4.96%+4.94%+2.33%
0.871.050.921.130.96
99.9%118.9%109.8%121.1%Best in row103.3%
82.0%92.2%82.7%99.5%91.0%
1.23%0.92%0.94%1.49%1.07%
₹7,169Cr₹1,742Cr₹1,167Cr₹3,172Cr₹2,004Cr
Up to 1.00%NoneUp to 1.00%1.00%
₹100₹100₹100₹1.00K
₹100₹1.00K₹500₹5.00K
26%22%205%50%
Abhishek SinghHiten Jain · 2.7yDheeresh Pathak · 2.4ySanjeev Sharma
02 Jan 201302 Jan 201302 Dec 202212 Aug 2022
41535811
57.9%42.3%43.2%71.0%
2.8%1.9%0.5%1.0%
2 rows carry the same value for every fund — show
Benchmark
Nifty 100
Lock-in
None

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.