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Kotak Multicap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Kotak Multicap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2405 Cr | ₹20285 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 22 Sep 2023 | 29 Sep 2021 |
| Category | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | % | 65.88% |
| Expense Ratio | 2.06 | 1.65 |
| Manager | Piyush Baranwal | Harsha Upadhyaya |
| ISIN Code | INF03VN01795 | INF174KA1HS9 |
| Exits Load | WhiteOak Capital Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Kotak Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.74% | 2.43% |
| 6 Month | 13.6% | 13.51% |
| 1 Year | 9.93% | 7.15% |
| 3 Year | - | 22.94% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.88% | 6.28% |
| 1 Year | 19.41% | 20.2% |
| 3 Year | - | 21.1% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 13.53% | 23.75% |
| 3 Year | - | 23.38% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 15.15% |
| Sharp | - | 1.03% |
| Beta | - | 1.03% |
| Alpha | - | 3.18% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Name | Piyush Baranwal | Harsha Upadhyaya |
| Total AUM | ₹5379 Cr | ₹139411 Cr |
| Funds Managed | 9 | 11 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 19.33 | 5.95 |
| Large Cap | 28.74 | 40.62 |
| Mid Cap | 24.57 | 24.26 |
| Small Cap | 27.36 | 29.17 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 9.11 | 3.04 |
| Communication Services | 3.91 | 6.84 |
| Energy | 2.49 | 3.4 |
| Industrials | 11.91 | 12.55 |
| Financial Services | 27.1 | 25.21 |
| Technology | 8.96 | 8.05 |
| Basic Materials | 3.88 | 5.7 |
| Consumer Defensive | 2.69 | 5.51 |
| Healthcare | 10.55 | 2.63 |
| Consumer Cyclical | 14.21 | 20.95 |
| Real Estate | 4.85 | - |
| Utilities | 0.34 | 6.12 |
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