Kotak Multicap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Kotak Multicap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1481 Cr | ₹15726 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 22 Sep 2023 | 29 Sep 2021 |
Category | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | % | 65.88% |
Expense Ratio | 2.06 | 1.65 |
Manager | Piyush Baranwal | Harsha Upadhyaya |
ISIN Code | INF03VN01795 | INF174KA1HS9 |
Exits Load | WhiteOak Capital Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Kotak Multicap Fund - Regular Plan - 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 Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
1 Month | 3.64% | 4.73% |
6 Month | -1.8% | -4.62% |
1 Year | 14.58% | 8.4% |
3 Year | - | 22.64% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
6 Month | -1.43% | -1.73% |
1 Year | -2.21% | -7.86% |
3 Year | - | 20.97% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
1 Year | 31.76% | 29.52% |
3 Year | - | 23.98% |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 15.243% |
Sharp | - | 0.994% |
Beta | - | 1.05% |
Alpha | - | 6.664% |
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Fund Managers
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
Name | Piyush Baranwal | Harsha Upadhyaya |
Total AUM | ₹5379 Cr | ₹139411 Cr |
Funds Managed | 9 | 11 |
WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
Others | 13.83 | 1.63 |
Large Cap | 34.03 | 42.38 |
Mid Cap | 24.75 | 25.73 |
Small Cap | 27.39 | 30.26 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
Others | 11.79 | 1.57 |
Communication Services | 3.79 | 7.55 |
Energy | 3.02 | 2.78 |
Industrials | 10.09 | 11.53 |
Financial Services | 27.01 | 21.24 |
Technology | 9.56 | 11.69 |
Basic Materials | 4.27 | 4.36 |
Consumer Cyclical | 13.67 | 21.99 |
Healthcare | 9.06 | 2.58 |
Real Estate | 3.86 | - |
Consumer Defensive | 3.21 | 8 |
Utilities | 0.67 | 6.72 |
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