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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 | 6.49% | 8.12% |
| 6 Month | -9.78% | -14.46% |
| 1 Year | 10.31% | 3.71% |
| 3 Year | - | 20.96% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -5.85% | -7.76% |
| 1 Year | -5.11% | -13.41% |
| 3 Year | - | 19.8% |
| 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 | 12.45 | 1.63 |
| Large Cap | 34.59 | 42.38 |
| Mid Cap | 23.66 | 25.73 |
| Small Cap | 29.31 | 30.26 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 9.11 | 1.57 |
| Energy | 2.52 | 2.78 |
| Industrials | 11.86 | 11.53 |
| Financial Services | 27.44 | 21.24 |
| Technology | 10.32 | 11.69 |
| Basic Materials | 4.91 | 4.36 |
| Consumer Cyclical | 14.08 | 21.99 |
| Healthcare | 9.5 | 2.58 |
| Consumer Defensive | 2.51 | 8 |
| Real Estate | 3.09 | - |
| Utilities | 1.19 | 6.72 |
| Communication Services | 3.47 | 7.55 |
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