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

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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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 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 8.6% 8.39%
6 Month 0.71% -1.43%
1 Year 15.72% 14.13%
3 Year - 24.27%
5 Year - 31.96%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Kotak Emerging Equity Scheme - Growth
6 Month -0.89% -1.33%
1 Year -5.15% -8.91%
3 Year - 17.47%
5 Year - 20.49%

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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