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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Kotak Bluechip Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Kotak Large Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1141 Cr | ₹11081 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 Large Cap Fund - Growth |
|---|---|---|
| 1 Month | -0.97% | -1.05% |
| 6 Month | 4.42% | 3.77% |
| 1 Year | 3.61% | 4.4% |
| 3 Year | 16.36% | 14.97% |
| 5 Year | - | 15.36% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 3.01% | 2.9% |
| 1 Year | 16.19% | 15.47% |
| 3 Year | 16.14% | 14.2% |
| 5 Year | - | 13.95% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 25.45% | 14.85% |
| 3 Year | - | 14.14% |
| 5 Year | - | 13.94% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 11.55% |
| Sharp | - | 0.76% |
| Beta | - | 0.93% |
| Alpha | - | 1.53% |
Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap 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 Large Cap Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Kotak Large Cap Fund - Growth |
|---|---|---|
| Others | 14.49 | 8.65 |
| Large Cap | 77.64 | 79.22 |
| Small Cap | 3.86 | 4.37 |
| Mid Cap | 4.01 | 7.75 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Kotak Large Cap Fund - Growth |
|---|---|---|
| Others | 4.67 | 2.97 |
| Communication Services | 6.2 | 3.89 |
| Energy | 4.18 | 8.22 |
| Technology | 8.04 | 9.64 |
| Industrials | 7.22 | 8.96 |
| Financial Services | 34.65 | 29.93 |
| Basic Materials | 6.47 | 7.43 |
| Real Estate | 3.59 | 0.88 |
| Healthcare | 6.32 | 4.7 |
| Consumer Cyclical | 14.12 | 13.07 |
| Consumer Defensive | 3.36 | 7.46 |
| Utilities | 1.18 | 2.85 |
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