Kotak Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹919 Cr ₹13203 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 2.15 1.66
Manager Piyush Baranwal Harsha Upadhyaya
ISIN Code INF03VN01795 INF174KA1HS9
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Kotak Multicap Fund-Regular Plan-Growth
1 Month 2.81% 1.71%
6 Month 20.24% 21.71%
1 Year - 55.25%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Kotak Multicap Fund-Regular Plan-Growth
6 Month - -
1 Year 14.32% 23.65%
3 Year 14.32% 58.09%
5 Year 14.32% 58.09%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Kotak Multicap Fund-Regular Plan-Growth
1 Year 17.29% 27.7%
3 Year 17.29% 62.42%
5 Year 17.29% 62.42%

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Kotak Multicap Fund-Regular Plan-Growth
Standard Deviation - 15.75%
Sharp - -
Beta - -
Alpha - -

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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
Fund Manage 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 16.64 1.18
Large Cap 33.71 45.54
Small Cap 27.15 28.93
Mid Cap 22.53 24.9

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Kotak Multicap Fund-Regular Plan-Growth

Others -1.36 0.71
Financial 28.93 -
Capital Goods 10.41 -
Services 11.92 -
Energy 3.57 -
Consumer Staples 6.55 -
Construction 5.35 5.39
Materials 3.46 -
Consumer Discretionary 3.53 -
Healthcare 10.38 -
Technology 6.02 -
Automobile 3.31 -
Metals & Mining 2.92 -
Chemicals 1.59 -
Communication 0.98 -
Insurance 0.95 2.31
Textiles 1.29 -
Diversified 0.23 -
Automobiles - 10.15
Banks - 15.95
IT - Software - 10.32
Petroleum Products - 3.03
Retailing - 4.07
Finance - 5.47
Diversified FMCG - 2.89
Power - 4.62
Gas - 3.89
Healthcare Services - 2.05
Entertainment - 4.35
Personal Products - 1.93
Industrial Manufacturing - 2.54
Beverages - 3.05
Cement and Cement Products - 1.7
Auto Components - 2.8
Consumer Durables - 3.22
Leisure Services - 2.7
Telecom - Services - 1.27
Capital Markets - 1.06
Food Products - 0.94
Printing and Publication - 0.88
Pharmaceuticals and Biotechnology - 2.02
Industrial Products - 0.77
Unclassified - 0.47

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