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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) | ₹3731 Cr | ₹58300 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 | 5.98% | 3.55% |
| 6 Month | 16.37% | 15.72% |
| 1 Year | 10.13% | 6.96% |
| 3 Year | 25.62% | 22.87% |
| 5 Year | - | 27.44% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 4.75% | 2.88% |
| 1 Year | 20.85% | 17.6% |
| 3 Year | 24.53% | 21.28% |
| 5 Year | - | 21.28% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 35.33% | 12.97% |
| 3 Year | 24.28% | 19.31% |
| 5 Year | - | 17.93% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 15.15% | 15.02% |
| Sharp | 1.08% | 0.94% |
| Beta | 0.90% | 0.86% |
| Alpha | 2.23% | 0.66% |
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 | 19.38 | 3.45 |
| Mid Cap | 60.81 | 68.98 |
| Large Cap | 4.1 | 13.54 |
| Small Cap | 15.71 | 14.03 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 9.73 | 1.88 |
| Industrials | 15.19 | 15.78 |
| Basic Materials | 4.5 | 13.62 |
| Consumer Defensive | 1.79 | 1.07 |
| Healthcare | 13.66 | 11.6 |
| Financial Services | 22.27 | 18.65 |
| Real Estate | 5.56 | 2.17 |
| Technology | 10.44 | 12.76 |
| Consumer Cyclical | 9.27 | 17.46 |
| Energy | 2.88 | 2.93 |
| Communication Services | 4.5 | 2.08 |
| Utilities | 0.21 | - |
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