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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Kotak Emerging Equity Scheme compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Kotak Midcap Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3582 Cr | ₹56988 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 07 Sep 2022 | 30 Mar 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 0.0% | 2.88% |
| Expense Ratio | 1.91 | 1.44 |
| Manager | Piyush Baranwal | Harsha Upadhyaya |
| ISIN Code | INF03VN01563 | INF174K01DS9 |
| Exits Load | WhiteOak Capital Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Kotak Emerging Equity 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 Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Month | 3.09% | 2.28% |
| 6 Month | 21.45% | 23.34% |
| 1 Year | 3.35% | 1.91% |
| 3 Year | 24.08% | 20.26% |
| 5 Year | - | 28.03% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 6.69% | 6.78% |
| 1 Year | 17.73% | 17.48% |
| 3 Year | 24.37% | 22.14% |
| 5 Year | - | 21.86% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 37.4% | 13.21% |
| 3 Year | - | 19.2% |
| 5 Year | - | 17.86% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 15.11% |
| Sharp | - | 0.89% |
| Beta | - | 0.86% |
| Alpha | - | 0.68% |
Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Harsha Upadhyaya |
| Total AUM | ₹5379 Cr | ₹139411 Cr |
| Funds Managed | 9 | 11 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 16.94 | 2.36 |
| Mid Cap | 61.87 | 70.67 |
| Large Cap | 5.33 | 13.82 |
| Small Cap | 15.86 | 13.15 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 7.31 | 2.04 |
| Industrials | 18.03 | 15.49 |
| Basic Materials | 5.03 | 13.84 |
| Healthcare | 14.64 | 11.61 |
| Financial Services | 23.98 | 14.16 |
| Real Estate | 3.64 | 2.28 |
| Technology | 9.52 | 14.44 |
| Consumer Cyclical | 7.4 | 19.67 |
| Energy | 3.12 | 2.94 |
| Consumer Defensive | 2.06 | 1.21 |
| Communication Services | 5.04 | 2.32 |
| Utilities | 0.23 | - |
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