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Kotak Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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tortoise-icon 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 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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