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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) | ₹5446 Cr | ₹54841 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 | -3.38% | -4.84% |
| 6 Month | 4.76% | 7.66% |
| 1 Year | 5.55% | 2.26% |
| 3 Year | 18.63% | 16.3% |
| 5 Year | - | 19.18% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | 4.81% | 4.42% |
| 1 Year | 5.37% | 7.3% |
| 3 Year | 17.28% | 15.02% |
| 5 Year | - | 15.22% |
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 | 18.21 | 2.34 |
| Large Cap | 54.83 | 68.68 |
| Small Cap | 20.79 | 4.62 |
| Mid Cap | 6.17 | 24.36 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 7.51 | 1.9 |
| Communication Services | 5.93 | 3.15 |
| Energy | 3.09 | 6.12 |
| Financial Services | 30.69 | 25.73 |
| Technology | 9.05 | 7.86 |
| Basic Materials | 4.44 | 14.69 |
| Healthcare | 7.14 | 3.12 |
| Industrials | 10.6 | 21.74 |
| Real Estate | 3.89 | - |
| Consumer Cyclical | 12.68 | 9.68 |
| Utilities | 0.85 | 3.64 |
| Consumer Defensive | 4.15 | 2.36 |
Top Comparisons
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