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	-5.62%	-5.88%
6 Month	9.05%	2.7%
1 Year	27.8%	25.26%
3 Year	-	13.18%
5 Year	-	15.79%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
6 Month	-	-
1 Year	24.81%	16.99%
3 Year	-	20.72%
5 Year	-	19.77%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
1 Year	36.23%	12.66%
3 Year	-	15.17%
5 Year	-	15.25%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Standard Deviation	7.02%	12.26%
Sharp	-	0.61%
Beta	-	0.93%
Alpha	-	-0.3%

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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	1.66
Large Cap	49.2	73.16
Mid Cap	8.16	20.13
Small Cap	27.82	5.26

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Others	-1.1	1.66
Financial	32.29	-
Insurance	0.94	0.6
Services	11.49	-
Metals & Mining	2.42	-
Technology	7.17	-
Energy	3.59	-
Materials	2.71	-
Construction	6.95	5.22
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	-	2.73
Petroleum Products	-	5.22
IT - Software	-	8.43
Pharmaceuticals & Biotechnology	-	3.6
Diversified FMCG	-	1.91
Non - Ferrous Metals	-	1.05
Banks	-	21.27
Cement & Cement Products	-	6.16
Chemicals & Petrochemicals	-	5.82
Personal Products	-	0.65
Transport Services	-	3.43
Capital Markets	-	1.06
Gas	-	3.29
Electrical Equipment	-	2.15
Automobiles	-	4.12
Fertilizers & Agrochemicals	-	0.65
Industrial Products	-	0.86
Aerospace & Defense	-	5.65
Agricultural, Commercial & Construction Vehicles	-	0.65
Auto Components	-	5.08
Beverages	-	0.87
Finance	-	0.4
Ferrous Metals	-	3.75
Power	-	1.31
Retailing	-	2.62