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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) | ₹2849 Cr | ₹22281 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 | -2.73% | -1.96% |
| 6 Month | 4.16% | 5.83% |
| 1 Year | 2.54% | 1.58% |
| 3 Year | - | 22.19% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.75% | 3.27% |
| 1 Year | 17.21% | 19.21% |
| 3 Year | - | 19.12% |
| 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 | - | 15.17% |
| Sharp | - | 1.01% |
| Beta | - | 1.04% |
| Alpha | - | 3.71% |
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 | 15.5 | 7.45 |
| Large Cap | 30.29 | 42.76 |
| Mid Cap | 26.22 | 21.38 |
| Small Cap | 27.98 | 28.41 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.4 | 1.29 |
| Communication Services | 3.96 | 8.4 |
| Energy | 2.65 | 2.87 |
| Industrials | 12.6 | 11.44 |
| Financial Services | 29.53 | 27.23 |
| Technology | 9.48 | 7.92 |
| Basic Materials | 5.33 | 5.38 |
| Consumer Defensive | 2.2 | 8.03 |
| Healthcare | 11.3 | 2.52 |
| Real Estate | 4.82 | - |
| Consumer Cyclical | 13.46 | 19.8 |
| Utilities | 0.28 | 5.11 |
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