WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Kotak Flexicap Fund compare

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WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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Kotak Flexicap Fund - Growth

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Chart Comparison

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

Overview

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Fund	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4229 Cr	₹49112 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	02 Aug 2022	11 Sep 2009
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	0.0%	16.04%
Expense Ratio	1.84	1.48
Manager	Piyush Baranwal	Harsha Upadhyaya
ISIN Code	INF03VN01506	INF174K01336
Exits Load	WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
1 Month	3.04%	3.37%
6 Month	-2.12%	-0.06%
1 Year	10.74%	7.2%
3 Year	-	15.92%
5 Year	-	21.32%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
6 Month	1.3%	2.72%
1 Year	0.56%	-0.99%
3 Year	-	16%
5 Year	-	16.31%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
1 Year	33.05%	12.91%
3 Year	-	15.14%
5 Year	-	15.31%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Standard Deviation	-	12.26%
Sharp	-	0.5%
Beta	-	0.93%
Alpha	-	0.59%

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Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Name	Piyush Baranwal	Harsha Upadhyaya
Total AUM	₹5379 Cr	₹139411 Cr
Funds Managed	9	11
	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Others	10.94	2.55
Large Cap	53.15	69.56
Small Cap	25.36	4.4
Mid Cap	10.55	23.49

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Others	8.32	2.55
Energy	2.8	-
Technology	10.52	-
Consumer Cyclical	13.58	-
Healthcare	8.2	-
Industrials	11.4	-
Financial Services	29.48	-
Basic Materials	4.24	-
Consumer Defensive	2.92	-
Real Estate	2.95	-
Utilities	1.17	-
Communication Services	4.43	-
Telecom - Services	-	2.97
Petroleum Products	-	4.38
IT - Software	-	9.57
Retailing	-	2.8
Pharmaceuticals and Biotechnology	-	2.03
Construction	-	4.77
Diversified FMCG	-	1.25
Non - Ferrous Metals	-	0.84
Banks	-	22.97
Pharmaceuticals & Biotechnology	-	1.49
Cement & Cement Products	-	0.8
Chemicals and Petrochemicals	-	6.41
Personal Products	-	0.55
Transport Services	-	3.46
Capital Markets	-	1.62
Gas	-	2.91
Electrical Equipment	-	1.61
Automobiles	-	3.56
Fertilizers & Agrochemicals	-	0.77
Insurance	-	0.59
Industrial Products	-	0.74
Aerospace and Defense	-	0.33
Agricultural, Commercial & Construction Vehicles	-	0.51
Aerospace & Defense	-	5.26
Cement and Cement Products	-	5.34
Auto Components	-	3.78
Beverages	-	0.89
Finance	-	0.26
Ferrous Metals	-	3.58
Power	-	1.41