WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Invest Now

Kotak Midcap Fund - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3454 Cr	₹57102 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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Midcap Fund - Growth
1 Month	-1.42%	-0.14%
6 Month	11.64%	13.02%
1 Year	5.59%	3.24%
3 Year	-	23.25%
5 Year	-	29.72%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Midcap Fund - Growth
6 Month	9.05%	11.07%
1 Year	13.06%	14.84%
3 Year	-	23.47%
5 Year	-	23.28%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Midcap Fund - Growth
1 Year	42.73%	13.5%
3 Year	-	18.9%
5 Year	-	17.75%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Midcap Fund - Growth
Standard Deviation	-	15.94%
Sharp	-	1.22%
Beta	-	0.88%
Alpha	-	0.16%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Midcap Fund - Growth
Others	19.75	3.75
Mid Cap	60.01	70.07
Large Cap	5.42	12.8
Small Cap	14.83	13.37

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Midcap Fund - Growth
Others	11.36	3.35
Industrials	17.9	16.31
Basic Materials	4.24	13.41
Healthcare	14	10.95
Financial Services	21.11	12.48
Real Estate	2.76	2.67
Technology	10.97	15.09
Consumer Cyclical	7.8	19.31
Energy	2.7	3.02
Utilities	0.25	0
Consumer Defensive	1.81	1.16
Communication Services	5.09	2.24