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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) | ₹991 Cr | ₹10342 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 | -0.67% | -0.31% |
| 6 Month | 12.04% | 11.41% |
| 1 Year | 3.43% | 1% |
| 3 Year | - | 15.23% |
| 5 Year | - | 18.69% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 2.67% | 2.39% |
| 1 Year | 8.1% | 7.16% |
| 3 Year | - | 14.81% |
| 5 Year | - | 14.85% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 28.9% | 15.4% |
| 3 Year | - | 13.97% |
| 5 Year | - | 13.86% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.14% |
| Sharp | - | 0.75% |
| Beta | - | 0.95% |
| Alpha | - | 0.79% |
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 | 19 | 8.12 |
| Large Cap | 71.08 | 79.33 |
| Small Cap | 5.31 | 4.52 |
| Mid Cap | 4.6 | 8.03 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Kotak Large Cap Fund - Growth |
|---|---|---|
| Others | 8.8 | 4.16 |
| Communication Services | 6.86 | 3.79 |
| Energy | 4.01 | 7.94 |
| Technology | 7.89 | 9.89 |
| Industrials | 9.74 | 8.81 |
| Financial Services | 33.6 | 28.85 |
| Basic Materials | 4.79 | 8.06 |
| Real Estate | 3.29 | 0.9 |
| Healthcare | 5.4 | 4.63 |
| Consumer Cyclical | 11.04 | 12.58 |
| Consumer Defensive | 2.85 | 7.35 |
| Utilities | 1.72 | 3.04 |
Top Comparisons
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