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 | Very High |
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 | 6.67% | 6.74% |
6 Month | -6% | -4.41% |
1 Year | 12.53% | 8.57% |
3 Year | - | 14.02% |
5 Year | - | 21.83% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Kotak Flexicap Fund - Growth |
---|---|---|
6 Month | -0.14% | 1.43% |
1 Year | -0.45% | -2.08% |
3 Year | - | 15.41% |
5 Year | - | 16.01% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Kotak Flexicap Fund - Growth |
---|---|---|
1 Year | 33.05% | 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 | - | 0.5% |
Beta | - | 0.93% |
Alpha | - | 0.59% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 10.94 | 2.55 |
Large Cap | 53.15 | 69.56 |
Small Cap | 25.36 | 4.4 |
Mid Cap | 10.55 | 23.49 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Kotak Flexicap Fund - Growth |
---|---|---|
Others | 8.32 | 2.55 |
Energy | 2.8 | - |
Technology | 10.52 | - |
Consumer Cyclical | 13.58 | - |
Healthcare | 8.2 | - |
Industrials | 11.4 | - |
Financial Services | 29.48 | - |
Basic Materials | 4.24 | - |
Consumer Defensive | 2.92 | - |
Real Estate | 2.95 | - |
Utilities | 1.17 | - |
Communication Services | 4.43 | - |
Telecom - Services | - | 2.97 |
Petroleum Products | - | 4.38 |
IT - Software | - | 9.57 |
Retailing | - | 2.8 |
Pharmaceuticals and Biotechnology | - | 2.03 |
Construction | - | 4.77 |
Diversified FMCG | - | 1.25 |
Non - Ferrous Metals | - | 0.84 |
Banks | - | 22.97 |
Pharmaceuticals & Biotechnology | - | 1.49 |
Cement & Cement Products | - | 0.8 |
Chemicals and Petrochemicals | - | 6.41 |
Personal Products | - | 0.55 |
Transport Services | - | 3.46 |
Capital Markets | - | 1.62 |
Gas | - | 2.91 |
Electrical Equipment | - | 1.61 |
Automobiles | - | 3.56 |
Fertilizers & Agrochemicals | - | 0.77 |
Insurance | - | 0.59 |
Industrial Products | - | 0.74 |
Aerospace and Defense | - | 0.33 |
Agricultural, Commercial & Construction Vehicles | - | 0.51 |
Aerospace & Defense | - | 5.26 |
Cement and Cement Products | - | 5.34 |
Auto Components | - | 3.78 |
Beverages | - | 0.89 |
Finance | - | 0.26 |
Ferrous Metals | - | 3.58 |
Power | - | 1.41 |
Top Comparisons
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns17.8%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns16.18%
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns11.7%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns13.49%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns12.23%
HSBC Multi Asset Active FOF - Growth
3Y Returns11.28%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.02%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.33%