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

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

Link copied to clipboard!

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Invest Now

Kotak Flexicap Fund - Growth

Invest Now

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)	₹7093 Cr	₹56460 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	1.46
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

Trailing Lumpsum Returns

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
1 Month	-4.91%	-3%
6 Month	-3.61%	-1.71%
1 Year	6.06%	10.35%
3 Year	17.77%	15.47%
5 Year	-	14.38%

SIP Return Analysis

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
6 Month	-3.78%	-1.72%
1 Year	-0.01%	3.61%
3 Year	11.89%	11.62%
5 Year	-	13.28%

Rolling Lumpsum Returns

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
1 Year	19.13%	11.84%
3 Year	18.99%	15.52%
5 Year	-	15.57%

Risk Management

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Standard Deviation	7.02%	12.26%
Sharp	1.04%	0.85%
Beta	0.92%	0.93%
Alpha	2.84%	0.41%

Fund Managers

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

Market Cap

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Others	20.4	6.26
Large Cap	50.35	67.42
Small Cap	21.43	3.03
Mid Cap	7.82	23.29

Sector Allocation

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Others	6.14	2.54
Communication Services	5.35	3.21
Energy	3.04	6.27
Financial Services	32.18	28.55
Technology	7.48	6.95
Basic Materials	5.54	14.02
Consumer Defensive	2.58	2.2
Healthcare	6.88	2.83
Industrials	9.28	18.47
Real Estate	5.55	-
Consumer Cyclical	15.3	11.77
Utilities	0.67	3.19

Top Comparisons

Kotak Arbitrage Fund - Growth

3Y Returns7.21%

VS

HSBC Arbitrage Fund - Regular Growth

3Y Returns6.87%

Compare Now

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns10.75%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns6.01%

Compare Now

Tata Focused Fund-Regular Plan-Growth

3Y Returns12.99%

VS

Canara Robeco Focused Fund - Regular Plan - Growth Option

3Y Returns16.05%

Compare Now

ICICI Prudential Infrastructure Fund - Growth

3Y Returns22.1%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns19.27%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully