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
| 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) | ₹553 Cr | ₹8849 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 | 2.36 | 1.75 |
| Manager | Piyush Baranwal | Harsha Upadhyaya |
| ISIN Code | INF03VN01662 | INF174K01153 |
| 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 Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
|---|---|---|
| 1 Month | 2.35% | 0.69% |
| 6 Month | 19.65% | 18.56% |
| 1 Year | 40.59% | 36.59% |
| 3 Year | - | 16.49% |
| 5 Year | - | 20.41% |
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.68% | 15.77% |
| 3 Year | 25.7% | 33.55% |
| 5 Year | 25.7% | 64.9% |
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
|---|---|---|
| 1 Year | 24.23% | 20.58% |
| 3 Year | 29.85% | 49.28% |
| 5 Year | 29.85% | 70.83% |
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
|---|---|---|
| Standard Deviation | - | 11.55% |
| Sharp | - | 0.93% |
| Beta | - | 0.89% |
| Alpha | - | 0.95% |
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| 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 |
| Fund Manage | 9 | 11 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | Kotak Bluechip Fund - Growth |
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Kotak Bluechip Fund - Growth |
|---|---|---|
| Others | 12.65 | 3 |
| Large Cap | 76.39 | 79.3 |
| Mid Cap | 4.85 | 15.4 |
| Small Cap | 6.12 | 2.35 |
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Kotak Bluechip Fund - Growth |
|---|---|---|
| Financial | 35.63 | 24.42 |
| Others | -0.76 | 1.12 |
| Insurance | 1.45 | 0.98 |
| Energy | 6.3 | 11.14 |
| Materials | 2.29 | 3.28 |
| Technology | 7.26 | 9.64 |
| Construction | 4.53 | 5.57 |
| Metals & Mining | 2.52 | 2.67 |
| Healthcare | 4.3 | 4.47 |
| Automobile | 5.04 | 12.58 |
| Capital Goods | 8.17 | 2.49 |
| Consumer Staples | 7.44 | 8.51 |
| Consumer Discretionary | 2.87 | 2.16 |
| Chemicals | 1.55 | 2.42 |
| Communication | 2.28 | 3.38 |
| Services | 9.14 | 4.66 |
| Unclassified | - | 0.56 |
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