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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Kotak Bluechip Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Kotak Bluechip Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹698 Cr | ₹9268 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 01 Dec 2022 | 29 Dec 1998 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | NIFTY 100 TRI |
| Turn Over | 0.0% | 14.49% |
| Expense Ratio | 2.31 | 1.74 |
| Manager | Piyush Baranwal | Harsha Upadhyaya |
| ISIN Code | INF03VN01662 | INF174K01153 |
| Exits Load | WhiteOak Capital Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Kotak Bluechip 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 Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
|---|---|---|
| 1 Month | 6.68% | 6.8% |
| 6 Month | -8.53% | -10.03% |
| 1 Year | 10.07% | 7.95% |
| 3 Year | - | 12.88% |
| 5 Year | - | 23.61% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
|---|---|---|
| 6 Month | -2.93% | -2.82% |
| 1 Year | -3.21% | -5.39% |
| 3 Year | - | 13.77% |
| 5 Year | - | 15.3% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
|---|---|---|
| 1 Year | 33.98% | 15.88% |
| 3 Year | - | 13.9% |
| 5 Year | - | 13.72% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.859% |
| Sharp | - | 0.434% |
| Beta | - | 0.925% |
| Alpha | - | 0.048% |
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Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Harsha Upadhyaya |
| Total AUM | ₹5379 Cr | ₹139411 Cr |
| Funds Managed | 9 | 11 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Kotak Bluechip Fund - Growth |
|---|---|---|
| Others | 10.71 | 6.31 |
| Large Cap | 78.39 | 81.03 |
| Mid Cap | 6.2 | 8.33 |
| Small Cap | 4.7 | 4.32 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Kotak Bluechip Fund - Growth |
|---|---|---|
| Others | 8.03 | 5.16 |
| Energy | 3.69 | 6.32 |
| Technology | 10.31 | 13.08 |
| Consumer Cyclical | 12.77 | 14.34 |
| Industrials | 8.83 | 7.9 |
| Financial Services | 33.65 | 25.53 |
| Basic Materials | 4 | 6.99 |
| Healthcare | 5.81 | 3.86 |
| Consumer Defensive | 3.02 | 8.37 |
| Real Estate | 1.82 | 1.08 |
| Utilities | 2.95 | 3.98 |
| Communication Services | 5.13 | 3.4 |
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