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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) | ₹1014 Cr | ₹10235 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 | 2.49% | 2.56% |
| 6 Month | 15.44% | 14.79% |
| 1 Year | 1.71% | -0.08% |
| 3 Year | - | 15.5% |
| 5 Year | - | 18.45% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 3.84% | 3.32% |
| 1 Year | 11.83% | 10.77% |
| 3 Year | - | 14.62% |
| 5 Year | - | 14.42% |
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 | - | 12.13% |
| Sharp | - | 0.60% |
| Beta | - | 0.95% |
| Alpha | - | 0.66% |
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 | 17.23 | 7.34 |
| Large Cap | 72.61 | 80.1 |
| Small Cap | 5.11 | 4.87 |
| Mid Cap | 5.05 | 7.7 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Kotak Large Cap Fund - Growth |
|---|---|---|
| Others | 7.01 | 3.41 |
| Communication Services | 6.88 | 3.79 |
| Energy | 3.86 | 7.78 |
| Technology | 8.31 | 9.96 |
| Industrials | 8.74 | 8.74 |
| Financial Services | 32.97 | 28.45 |
| Basic Materials | 4.92 | 8.08 |
| Real Estate | 3.95 | 0.88 |
| Healthcare | 5.28 | 4.52 |
| Consumer Cyclical | 14 | 13.46 |
| Consumer Defensive | 2.73 | 7.96 |
| Utilities | 1.35 | 2.97 |
Top Comparisons
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