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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) | ₹5556 Cr | ₹53293 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 | -0.63% | -0.73% |
| 6 Month | 13.45% | 14.6% |
| 1 Year | 5.92% | 3.82% |
| 3 Year | 18.48% | 16.07% |
| 5 Year | - | 19.21% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | 4.15% | 3.83% |
| 1 Year | 7.23% | 9.1% |
| 3 Year | 17.93% | 15.7% |
| 5 Year | - | 15.61% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 27.69% | 12.26% |
| 3 Year | - | 15.22% |
| 5 Year | - | 15.42% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.86% |
| Sharp | - | 0.85% |
| Beta | - | 0.93% |
| Alpha | - | 1.56% |
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 | 19.84 | 2.62 |
| Large Cap | 52.22 | 68.99 |
| Small Cap | 21.97 | 4.67 |
| Mid Cap | 5.97 | 23.72 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 7.41 | 2.22 |
| Communication Services | 5.63 | 3.09 |
| Energy | 3.14 | 6.01 |
| Financial Services | 30.8 | 25.57 |
| Technology | 8.6 | 7.27 |
| Basic Materials | 4.6 | 14.86 |
| Healthcare | 7.27 | 3.18 |
| Industrials | 10.61 | 21.34 |
| Real Estate | 4.61 | - |
| Consumer Cyclical | 12.49 | 10.29 |
| Utilities | 0.82 | 3.59 |
| Consumer Defensive | 4.02 | 2.58 |
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