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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) | ₹1104 Cr | ₹10900 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 | 2.51% | 2.73% |
| 6 Month | 6.43% | 5.83% |
| 1 Year | 10.11% | 9.86% |
| 3 Year | - | 15.27% |
| 5 Year | - | 17.15% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 3.14% | 3.11% |
| 1 Year | 14.86% | 14.67% |
| 3 Year | - | 14.6% |
| 5 Year | - | 14.26% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 25.45% | 14.92% |
| 3 Year | - | 14.1% |
| 5 Year | - | 13.93% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 11.78% |
| Sharp | - | 0.72% |
| Beta | - | 0.95% |
| Alpha | - | 0.55% |
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 | 16.53 | 7.54 |
| Large Cap | 75.06 | 79.46 |
| Small Cap | 4.19 | 5.33 |
| Mid Cap | 4.23 | 7.67 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Kotak Large Cap Fund - Growth |
|---|---|---|
| Others | 6.49 | 3.37 |
| Communication Services | 6.58 | 3.69 |
| Energy | 4.19 | 7.86 |
| Technology | 8.26 | 9.47 |
| Industrials | 6.3 | 8.79 |
| Financial Services | 34.47 | 28.87 |
| Basic Materials | 5.48 | 8.12 |
| Real Estate | 3.66 | 0.86 |
| Healthcare | 6.02 | 4.43 |
| Consumer Cyclical | 14.12 | 13.93 |
| Consumer Defensive | 3.12 | 7.44 |
| Utilities | 1.3 | 3.17 |
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