Kotak Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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Kotak Multicap Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Kotak Multicap Fund-Regular Plan-Growth
1 Month	-5.14%	-6.59%
6 Month	-7.55%	-12.98%
1 Year	9.23%	3.39%
3 Year	-	21.37%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Kotak Multicap Fund-Regular Plan-Growth
6 Month	-	-
1 Year	-4.33%	-11.84%
3 Year	-	20.14%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Kotak Multicap Fund-Regular Plan-Growth
1 Year	34.95%	29.52%
3 Year	-	23.98%
5 Year	-	-

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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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	4.87	2.36
Small Cap	34.03	28.67
Large Cap	33.63	41.68
Mid Cap	27.47	26.96

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Kotak Multicap Fund-Regular Plan-Growth
Others	4.87	2.36
Realty	3.56	-
Petroleum Products	1.54	3.01
Industrial Products	5.09	0.05
IT - Software	5.54	13.66
Pharmaceuticals & Biotechnology	5.83	1.9
Construction	2.08	5.21
Cement & Cement Products	0.9	1.42
Retailing	5.33	5.9
Finance	6.95	6.16
Healthcare Services	2.2	2.27
Electrical Equipment	4.45	-
Agricultural Food & other Products	0.04	-
Non - Ferrous Metals	0.36	-
Banks	12.52	11.42
Leisure Services	1.66	2.65
Paper, Forest & Jute Products	0.12	-
Transport Services	0.9	-
Auto Components	2.95	1.88
Ferrous Metals	1.04	-
Consumer Durables	3.52	3.72
Personal Products	1.65	-
Food Products	1.33	0.63
Automobiles	1.32	10.2
Power	0.48	4.28
Telecom - Services	2.14	2.42
Chemicals & Petrochemicals	1.58	-
Insurance	2.65	1.77
Beverages	0.37	3.6
Healthcare Equipment & Supplies	1.31	-
IT - Services	1.19	-
Diversified	0.23	-
Aerospace & Defense	0.87	0.87
Oil	0.79	-
Textiles & Apparels	0.64	-
Capital Markets	8.54	1.16
Commercial Services & Supplies	0.6	-
Gas	0.27	3.37
Financial Technology (Fintech)	0.72	-
Diversified FMCG	0.23	2.64
Minerals & Mining	0.42	-
Household Products	0.88	-
Entertainment	0.34	3.71
Printing & Publication	-	0.75
Industrial Manufacturing	-	2.66