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)	₹6003 Cr	₹54083 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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
1 Month	0.9%	0.84%
6 Month	10.56%	10.9%
1 Year	3.93%	6%
3 Year	19.76%	18.13%
5 Year	-	19.17%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
6 Month	3.22%	2.48%
1 Year	14.72%	15.9%
3 Year	18.61%	16.38%
5 Year	-	15.88%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
1 Year	23.7%	12.03%
3 Year	18.82%	15.32%
5 Year	-	15.49%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Standard Deviation	12.45%	12.26%
Sharp	0.91%	0.87%
Beta	0.91%	0.93%
Alpha	2.85%	1.21%

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	19.89	5.01
Large Cap	51.19	67.6
Small Cap	21.52	3.99
Mid Cap	7.4	23.39

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Others	7.3	2.96
Communication Services	5.35	2.98
Energy	3.12	5.89
Financial Services	30.74	26.21
Technology	7.62	6.83
Basic Materials	4.28	14.66
Consumer Defensive	2.95	2.25
Healthcare	7	3.09
Industrials	9.83	19.61
Real Estate	5.65	-
Consumer Cyclical	15.78	12.02
Utilities	0.39	3.51