WhiteOak Capital Large Cap Fund Regular Plan Growth vs Kotak Bluechip Fund compare

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)	₹635 Cr	₹9327 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	2.33	1.75
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

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Kotak Bluechip Fund - Growth
1 Month	2.4%	1.46%
6 Month	4.34%	1.64%
1 Year	22.17%	17.52%
3 Year	-	14.05%
5 Year	-	16.64%

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Kotak Bluechip Fund - Growth
6 Month	-	-
1 Year	16.12%	10.52%
3 Year	-	18.26%
5 Year	-	18.79%

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Kotak Bluechip Fund - Growth
1 Year	35.62%	15.83%
3 Year	-	13.91%
5 Year	-	13.65%

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Kotak Bluechip Fund - Growth
Standard Deviation	-	11.55%
Sharp	-	0.67%
Beta	-	0.91%
Alpha	-	1.04%

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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	4.23	4.34
Small Cap	8.44	2.4
Large Cap	79.12	83.85
Mid Cap	8.21	10.08

Scheme Name	WhiteOak Capital Large Cap Fund Regular Plan Growth	Kotak Bluechip Fund - Growth
Others	4.23	4.34
Realty	2.4	1.18
Petroleum Products	2.75	6.45
IT - Software	7.98	12.16
Construction	2.61	3.88
Finance	7.3	3.96
Non - Ferrous Metals	0.98	0.91
Banks	23.19	21.49
Pharmaceuticals & Biotechnology	5.03	3.05
Automobiles	3.88	6.74
Electrical Equipment	3.94	-
Cement & Cement Products	1.17	2.09
Ferrous Metals	0.99	1.18
Personal Products	1.73	1.6
Insurance	2	0.62
Beverages	1.32	1.31
Healthcare Equipment & Supplies	0.75	-
Oil	0.96	-
Food Products	3.01	-
Aerospace & Defense	1.18	0.75
Consumer Durables	1.83	2.1
Industrial Products	0.36	0.92
Chemicals & Petrochemicals	1.77	1.21
Capital Markets	2.9	-
Telecom - Services	3.76	3.35
Financial Technology (Fintech)	0.45	-
Transport Services	1.27	1.61
Retailing	6.23	2.63
Household Products	0.67	-
IT - Services	0.59	-
Healthcare Services	0.25	0.53
Power	2.52	3.84
Diversified FMCG	-	5.39
Pharmaceuticals and Biotechnology	-	0.46
Fertilizers & Agrochemicals	-	1.3
Gas	-	0.86
Auto Components	-	4.76