- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4346 Cr | ₹60480 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 | -3.19% | -3.22% |
| 6 Month | 4.77% | 1.05% |
| 1 Year | 1.99% | -1.8% |
| 3 Year | 24.63% | 20.28% |
| 5 Year | - | 22.28% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 2.86% | -0.7% |
| 1 Year | 21.61% | 13.77% |
| 3 Year | 22.37% | 17.82% |
| 5 Year | - | 18.83% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 35.33% | 12.7% |
| 3 Year | 24.28% | 19.67% |
| 5 Year | - | 18.03% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 15.25% | 12.22% |
| Sharp | 1.16% | 0.98% |
| Beta | 0.92% | 0.88% |
| Alpha | 2.87% | -0.24% |
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 | 17.48 | 4.73 |
| Mid Cap | 60.73 | 69.34 |
| Large Cap | 5.03 | 12.57 |
| Small Cap | 16.76 | 13.36 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 6.39 | 2.09 |
| Basic Materials | 5.72 | 13.22 |
| Consumer Defensive | 0.78 | 0.8 |
| Healthcare | 15.15 | 12.17 |
| Financial Services | 23.03 | 20.28 |
| Industrials | 14.1 | 15.19 |
| Real Estate | 5.71 | 2.18 |
| Technology | 12.66 | 13.23 |
| Consumer Cyclical | 9.36 | 15.98 |
| Energy | 2.63 | 2.69 |
| Communication Services | 4.48 | 2.17 |
Top Comparisons
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns18.45%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns18.9%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12.05%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.92%
ITI Mid Cap Fund Regular - Growth
3Y Returns22.47%
Invesco India Midcap Fund - Growth Option
3Y Returns26%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns13.81%
HSBC Multi Asset Active FOF - Growth
3Y Returns15.53%
