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)	₹4149 Cr	₹50582 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	1.47
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	3.84%	2.12%
6 Month	8.31%	-0.66%
1 Year	24.24%	18.98%
3 Year	-	15.88%
5 Year	-	16.4%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
6 Month	-	-
1 Year	21.76%	11.06%
3 Year	-	19.78%
5 Year	-	19.43%

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	-	0.78%
Beta	-	0.92%
Alpha	-	0.83%

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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	4.76	1.49
Small Cap	30.27	5.88
Large Cap	51.08	73.11
Mid Cap	13.89	19.68

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Kotak Flexicap Fund - Growth
Others	4.76	1.49
Realty	3.5	-
Petroleum Products	1.95	4.65
IT - Software	7.73	8.68
Construction	2.86	5.35
Finance	6.91	0.37
Electrical Equipment	4.36	2.21
Retailing	6.31	2.47
Pharmaceuticals & Biotechnology	4.55	3.59
Agricultural Food & other Products	0.03	-
Non - Ferrous Metals	0.41	1.02
Banks	16.06	22.27
Healthcare Services	1.78	-
Chemicals & Petrochemicals	1.62	5.64
Auto Components	1.5	4.86
Cement & Cement Products	1.06	6.13
Ferrous Metals	1	3.46
Consumer Durables	2.45	-
Leisure Services	0.93	-
Personal Products	1.64	0.63
Industrial Products	2.32	0.81
Automobiles	2.82	4
Insurance	2.28	0.68
Beverages	0.69	0.79
Healthcare Equipment & Supplies	1.41	-
IT - Services	1.18	-
Food Products	1.72	-
Aerospace & Defense	1.11	6
Oil	0.72	-
Textiles & Apparels	0.6	-
Capital Markets	7.23	1.49
Telecom - Services	2.9	2.74
Financial Technology (Fintech)	0.51	-
Diversified FMCG	0.21	1.78
Transport Services	0.7	3.16
Household Products	0.77	-
Power	0.69	1.27
Commercial Services & Supplies	0.47	-
Entertainment	0.26	-
Gas	-	3.09
Fertilizers & Agrochemicals	-	0.77
Agricultural, Commercial & Construction Vehicles	-	0.76