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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Kotak Flexicap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Kotak Flexicap Fund - Growth
Chart Comparison
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 Risk | Very High Risk |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Month | -4.07% | -2.76% |
| 6 Month | -7.32% | -9.52% |
| 1 Year | 8.56% | 6.96% |
| 3 Year | - | 13.18% |
| 5 Year | - | 14.16% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -4.46% | -7.99% |
| 3 Year | - | 13.12% |
| 5 Year | - | 15.52% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 34.47% | 12.91% |
| 3 Year | - | 15.14% |
| 5 Year | - | 15.31% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.26% |
| Sharp | - | 0.54% |
| Beta | - | 0.92% |
| Alpha | - | -0.04% |
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Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 |
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