Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

Invest Now

tortoise-icon Kotak Bluechip Fund - Growth

Invest Now

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 3.38% 3.46%
6 Month -0.64% -0.96%
1 Year 10.61% 9.15%
3 Year - 14.91%
5 Year - 21.46%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Kotak Bluechip Fund - Growth
6 Month 2.32% 2.14%
1 Year 1.19% -1.08%
3 Year - 14.98%
5 Year - 15.62%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns8.39%

VS

Quant Gilt Fund Regular - Growth Quant Gilt Fund Regular - Growth

3Y Returns0%

Compare Now

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns22.68%

VS

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns14.95%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns10.12%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns11.06%

Compare Now

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

3Y Returns16.94%

VS

Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option

3Y Returns9.43%

Compare Now
Add to Cart Successfully