WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Kotak Emerging Equity Scheme compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Kotak Emerging Equity Scheme - Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Emerging Equity Scheme - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2657 Cr | ₹49092 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 Emerging Equity Scheme - Growth |
---|---|---|
1 Month | 2.82% | 2.21% |
6 Month | -5.36% | -7.57% |
1 Year | 10.68% | 9.78% |
3 Year | - | 18.49% |
5 Year | - | 29.33% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
6 Month | -1.54% | -1.96% |
1 Year | -5.02% | -9.41% |
3 Year | - | 18.37% |
5 Year | - | 21.3% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
1 Year | 45.53% | 13.66% |
3 Year | - | 19.04% |
5 Year | - | 17.67% |
Risk Management
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
Standard Deviation | - | 15.958% |
Sharp | - | 0.648% |
Beta | - | 0.86% |
Alpha | - | -0.958% |
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Fund Managers
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Emerging Equity Scheme - 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 Emerging Equity Scheme - Growth |
Market Cap
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Kotak Emerging Equity Scheme - Growth |
---|---|---|
Others | 16.33 | 3.56 |
Mid Cap | 58.93 | 67.78 |
Small Cap | 15.05 | 16.88 |
Large Cap | 9.68 | 11.78 |
Sector Allocation
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Kotak Emerging Equity Scheme - Growth |
---|---|---|
Others | 14.09 | 3.56 |
Industrials | 12.99 | 17.04 |
Basic Materials | 4.56 | 15.17 |
Consumer Cyclical | 12.01 | 15.6 |
Healthcare | 12.44 | 10.73 |
Financial Services | 21.4 | 11.42 |
Technology | 10.66 | 16.21 |
Energy | 2.77 | 3.08 |
Consumer Defensive | 0.98 | 1.39 |
Real Estate | 3.19 | 2.96 |
Utilities | 0.82 | 0.82 |
Communication Services | 4.09 | 2.01 |
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