WhiteOak Capital Large Cap Fund Regular Plan Growth vs Kotak Bluechip Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Kotak Bluechip Fund - Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
---|---|---|
Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹698 Cr | ₹9268 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 01 Dec 2022 | 29 Dec 1998 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | NIFTY 100 TRI |
Turn Over | 0.0% | 14.49% |
Expense Ratio | 2.31 | 1.74 |
Manager | Piyush Baranwal | Harsha Upadhyaya |
ISIN Code | INF03VN01662 | INF174K01153 |
Exits Load | WhiteOak Capital Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Kotak Bluechip 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 Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
---|---|---|
1 Month | 2.27% | 3.63% |
6 Month | 4.45% | 4.97% |
1 Year | 11.1% | 10.21% |
3 Year | - | 18.07% |
5 Year | - | 23.79% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
---|---|---|
6 Month | 6.1% | 7.18% |
1 Year | 8.48% | 8.61% |
3 Year | - | 17.35% |
5 Year | - | 16.64% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
---|---|---|
1 Year | 33.98% | 15.88% |
3 Year | - | 13.9% |
5 Year | - | 13.72% |
Risk Management
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
---|---|---|
Standard Deviation | - | 12.859% |
Sharp | - | 0.434% |
Beta | - | 0.925% |
Alpha | - | 0.048% |
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Fund Managers
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
---|---|---|
Name | Piyush Baranwal | Harsha Upadhyaya |
Total AUM | ₹5379 Cr | ₹139411 Cr |
Funds Managed | 9 | 11 |
WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
Market Cap
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Kotak Bluechip Fund - Growth |
---|---|---|
Others | 10.71 | 6.31 |
Large Cap | 78.39 | 81.03 |
Mid Cap | 6.2 | 8.33 |
Small Cap | 4.7 | 4.32 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Kotak Bluechip Fund - Growth |
---|---|---|
Others | 8.03 | 5.16 |
Energy | 3.69 | 6.32 |
Technology | 10.31 | 13.08 |
Consumer Cyclical | 12.77 | 14.34 |
Industrials | 8.83 | 7.9 |
Financial Services | 33.65 | 25.53 |
Basic Materials | 4 | 6.99 |
Healthcare | 5.81 | 3.86 |
Consumer Defensive | 3.02 | 8.37 |
Real Estate | 1.82 | 1.08 |
Utilities | 2.95 | 3.98 |
Communication Services | 5.13 | 3.4 |
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