Kotak Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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)	₹919 Cr	₹14531 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	2.15	1.65
Manager	Piyush Baranwal	Harsha Upadhyaya
ISIN Code	INF03VN01795	INF174KA1HS9
Exits Load	Exit load of 1%, if redeemed within 1 month./365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Kotak Multicap Fund-Regular Plan-Growth
1 Month	-5.13%	-6.06%
6 Month	10.81%	6.66%
1 Year	32.62%	35.76%
3 Year	-	22.1%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Kotak Multicap Fund-Regular Plan-Growth
6 Month	-	-
1 Year	29.17%	24.32%
3 Year	-	32.23%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Kotak Multicap Fund-Regular Plan-Growth
1 Year	44.46%	29.57%
3 Year	-	23.74%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Kotak Multicap Fund-Regular Plan-Growth
Standard Deviation	-	15.75%
Sharp	-	-
Beta	-	-
Alpha	-	-

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
Fund Manage	9	11
	WhiteOak Capital Multi Cap Fund - Regular (G)	Kotak Multicap Fund-Regular Plan-Growth

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Kotak Multicap Fund-Regular Plan-Growth
Others	16.64	2.79
Large Cap	33.71	40.78
Mid Cap	22.53	27.13
Small Cap	27.15	29.47

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Kotak Multicap Fund-Regular Plan-Growth
Others	-1.36	2.79
Financial	28.93	-
Automobile	3.31	-
Insurance	0.95	1.85
Healthcare	10.38	-
Services	11.92	-
Metals & Mining	2.92	-
Energy	3.57	-
Materials	3.46	-
Technology	6.02	-
Construction	5.35	5.13
Capital Goods	10.41	-
Consumer Staples	6.55	-
Consumer Discretionary	3.53	-
Communication	0.98	-
Textiles	1.29	-
Chemicals	1.59	-
Diversified	0.23	-
IT - Software	-	12.82
Banks	-	10.79
Diversified FMCG	-	2.96
Printing & Publication	-	0.74
Healthcare Services	-	2.35
Cement & Cement Products	-	1.49
Petroleum Products	-	3.34
Pharmaceuticals & Biotechnology	-	1.83
Industrial Manufacturing	-	2.31
Finance	-	5.64
Industrial Products	-	0.17
Gas	-	3.72
Telecom - Services	-	2.61
Automobiles	-	10.15
Entertainment	-	3.85
Aerospace & Defense	-	0.76
Auto Components	-	2.7
Consumer Durables	-	3.59
Leisure Services	-	2.93
Retailing	-	6.08
Power	-	4.45
Beverages	-	3.28
Capital Markets	-	1.12
Food Products	-	0.72