Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Invest Now

tortoise-icon 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) ₹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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Kotak Flexicap Fund - Growth
1 Month 3.13% 4.41%
6 Month 3.83% 7.14%
1 Year 12.92% 8.85%
3 Year - 19.59%
5 Year - 23.82%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Kotak Flexicap Fund - Growth
6 Month 5.68% 8.36%
1 Year 8.17% 10.25%
3 Year - 18.8%
5 Year - 17.6%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Kotak Flexicap Fund - Growth
Standard Deviation - 12.26%
Sharp - 0.7%
Beta - 0.92%
Alpha - 0.98%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 10.94 2.41
Large Cap 53.15 69.35
Small Cap 25.36 4.68
Mid Cap 10.55 23.57

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Kotak Flexicap Fund - Growth

Others 8.32 2.41
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 - 3.03
Petroleum Products - 4.46
IT - Software - 8.59
Retailing - 2.38
Pharmaceuticals & Biotechnology - 3.32
Construction - 4.89
Diversified FMCG - 1.2
Non - Ferrous Metals - 0.83
Banks - 23.16
Cement & Cement Products - 6.37
Chemicals & Petrochemicals - 6.69
Personal Products - 0.59
Transport Services - 3.62
Capital Markets - 1.59
Gas - 2.88
Electrical Equipment - 1.67
Automobiles - 3.24
Fertilizers & Agrochemicals - 0.82
Insurance - 0.63
Industrial Products - 0.73
Aerospace & Defense - 6.36
Agricultural, Commercial & Construction Vehicles - 0.62
Auto Components - 3.78
Beverages - 0.84
Finance - 0.26
Ferrous Metals - 3.53
Power - 1.52

Top Comparisons

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns19.11%

Compare Now

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option

3Y Returns18.14%

Compare Now

Kotak Medium Term Fund - Growth Kotak Medium Term Fund - Growth

3Y Returns7.74%

VS

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns7.4%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns17.82%

VS

BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH

3Y Returns19.94%

Compare Now
Add to Cart Successfully