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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) | ₹2262 Cr | ₹19227 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 | 2.91% | 4.42% |
| 6 Month | 20.41% | 20.35% |
| 1 Year | 4.97% | -2.59% |
| 3 Year | - | 22.89% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 5.72% | 5.11% |
| 1 Year | 16.25% | 12% |
| 3 Year | - | 20.31% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.35% | 24.85% |
| 3 Year | - | 23.94% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 15.29% |
| Sharp | - | 0.95% |
| Beta | - | 1.09% |
| Alpha | - | 5.86% |
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 | 17.54 | 4.25 |
| Large Cap | 29.49 | 41.47 |
| Mid Cap | 23.86 | 23.79 |
| Small Cap | 29.12 | 30.48 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.49 | 3.25 |
| Communication Services | 4.01 | 7.24 |
| Energy | 2.52 | 3.16 |
| Industrials | 13.06 | 12.63 |
| Financial Services | 27.58 | 22.75 |
| Technology | 8.81 | 8.73 |
| Basic Materials | 4.38 | 7.61 |
| Healthcare | 11.36 | 2.69 |
| Consumer Cyclical | 13.3 | 20.91 |
| Real Estate | 3.79 | - |
| Utilities | 0.36 | 5.29 |
| Consumer Defensive | 3.34 | 5.74 |
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