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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Kotak Bluechip Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon Kotak Bluechip 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 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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