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

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)	₹3596 Cr	₹51104 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	05 Aug 2022	05 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	1.86	1.46
Manager	Piyush Baranwal	Harsha Upadhyaya
ISIN Code	INF03VN01506	INF174K01336
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 365 days./365

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
1 Month	2.92%	4.63%
6 Month	19.14%	21.64%
1 Year	39.68%	34.46%
3 Year	-	16.59%
5 Year	-	19.61%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
6 Month	-	-
1 Year	14.94%	18.33%
3 Year	29.87%	38.89%
5 Year	29.87%	68.88%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
1 Year	24.43%	20.39%
3 Year	35%	51.57%
5 Year	35%	75.36%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Standard Deviation	7.02%	12.26%
Sharp	-	0.8%
Beta	-	0.92%
Alpha	-	-0.49%

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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
Fund Manage	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	14.79	1.93
Large Cap	49.2	72.33
Mid Cap	8.16	20.79
Small Cap	27.82	5.07

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Others	-1.1	1.73
Financial	32.29	-
Insurance	0.94	0.56
Services	11.49	-
Metals & Mining	2.42	-
Technology	7.17	-
Energy	3.59	-
Materials	2.71	-
Construction	6.95	5.45
Capital Goods	9.92	-
Healthcare	7.22	-
Consumer Staples	7.16	-
Chemicals	1.23	-
Automobile	3.15	-
Consumer Discretionary	3.06	-
Communication	0.96	-
Textiles	0.81	-
Telecom - Services	-	2.38
Petroleum Products	-	5.46
IT - Software	-	6.97
Pharmaceuticals and Biotechnology	-	3.91
Diversified FMCG	-	1.77
Non - Ferrous Metals	-	0.93
Banks	-	20.63
Cement and Cement Products	-	6.2
Chemicals and Petrochemicals	-	5.88
Automobiles	-	5.56
Personal Products	-	0.67
Transport Services	-	3.55
Capital Markets	-	0.94
Gas	-	3.41
Electrical Equipment	-	2.26
Fertilizers and Agrochemicals	-	0.67
Industrial Products	-	0.93
Agricultural, Commercial and Constr	-	0.81
Aerospace and Defense	-	5.76
Auto Components	-	5.44
Beverages	-	0.89
Finance	-	0.33
Ferrous Metals	-	3.58
Power	-	1.29
Retailing	-	2.05
Unclassified	-	0.11