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	₹52972 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	1.45
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%	-5.87%
6 Month	19.14%	7%
1 Year	39.68%	33.54%
3 Year	-	14.4%
5 Year	-	16.85%

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	36.38%	12.71%
3 Year	-	15.2%
5 Year	-	15.24%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Standard Deviation	7.02%	12.26%
Sharp	-	0.8%
Beta	-	0.93%
Alpha	-	-0.12%

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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	1.26
Large Cap	49.2	73.17
Mid Cap	8.16	20.14
Small Cap	27.82	5.45

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Others	-1.1	1.16
Financial	32.29	-
Insurance	0.94	0.55
Services	11.49	-
Metals & Mining	2.42	-
Technology	7.17	-
Energy	3.59	-
Materials	2.71	-
Construction	6.95	5.46
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	-	2.58
Petroleum Products	-	5.59
IT - Software	-	7.99
Pharmaceuticals & Biotechnology	-	3.79
Diversified FMCG	-	1.83
Non - Ferrous Metals	-	0.99
Banks	-	20.93
Cement & Cement Products	-	6.01
Chemicals & Petrochemicals	-	5.85
Automobiles	-	4.72
Personal Products	-	0.7
Transport Services	-	3.7
Capital Markets	-	0.97
Gas	-	3.45
Electrical Equipment	-	1.98
Fertilizers & Agrochemicals	-	0.68
Industrial Products	-	0.87
Aerospace & Defense	-	6.01
Agricultural, Commercial & Construction Vehicles	-	0.68
Auto Components	-	5.04
Beverages	-	0.85
Finance	-	0.36
Ferrous Metals	-	3.57
Power	-	1.27
Retailing	-	2.44