WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Kotak Flexicap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Kotak Flexicap Fund - Growth
Chart Comparison
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% |
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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 |
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