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	3.13%	4.41%
6 Month	3.83%	7.14%
1 Year	12.92%	8.85%
3 Year	-	19.59%
5 Year	-	23.82%

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%

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	-	0.7%
Beta	-	0.92%
Alpha	-	0.98%

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

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