WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Kotak Flexicap Fund compare

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WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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Kotak Flexicap Fund - Growth

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Chart Comparison

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

Overview

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Fund	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4229 Cr	₹49112 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	02 Aug 2022	11 Sep 2009
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	0.0%	16.04%
Expense Ratio	1.84	1.48
Manager	Piyush Baranwal	Harsha Upadhyaya
ISIN Code	INF03VN01506	INF174K01336
Exits Load	WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
1 Month	6.81%	7.8%
6 Month	-9.24%	-8.97%
1 Year	11.31%	8.31%
3 Year	-	14.17%
5 Year	-	23.41%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
6 Month	-4.63%	-2.11%
1 Year	-4.08%	-5.77%
3 Year	-	14.87%
5 Year	-	16%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
1 Year	33.05%	12.91%
3 Year	-	15.14%
5 Year	-	15.31%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Standard Deviation	-	12.26%
Sharp	-	0.49%
Beta	-	0.91%
Alpha	-	0.38%

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Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Name	Piyush Baranwal	Harsha Upadhyaya
Total AUM	₹5379 Cr	₹139411 Cr
Funds Managed	9	11
	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Others	10.94	2.34
Large Cap	53.15	69.17
Small Cap	25.36	5.12
Mid Cap	10.55	23.37

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Others	8.32	2.02
Energy	2.8	6.04
Technology	10.52	9.93
Consumer Cyclical	13.58	10.48
Healthcare	8.2	3.47
Industrials	11.4	21.55
Financial Services	29.48	24.22
Basic Materials	4.24	13.78
Consumer Defensive	2.92	2.78
Real Estate	2.95	-
Utilities	1.17	2.87
Communication Services	4.43	2.84