WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Kotak Emerging Equity Scheme compare

WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Kotak Emerging Equity Scheme - Growth

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Overview

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
Fund	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2118 Cr	₹51371 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	07 Sep 2022	30 Mar 2007
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 150 MidCap Index	NIFTY Midcap 150 TRI
Turn Over	0.0%	2.88%
Expense Ratio	1.97	1.42
Manager	Piyush Baranwal	Harsha Upadhyaya
ISIN Code	INF03VN01563	INF174K01DS9
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 Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
1 Month	3.02%	-4.53%
6 Month	22.86%	18.53%
1 Year	50.62%	45.45%
3 Year	-	22.32%
5 Year	-	27.1%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
6 Month	-	-
1 Year	18.62%	22.72%
3 Year	37.96%	50.45%
5 Year	37.96%	106%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
1 Year	48.81%	13.29%
3 Year	-	18.82%
5 Year	-	17.62%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
Standard Deviation	5.67%	12.22%
Sharp	-	1.28%
Beta	-	0.8%
Alpha	-	2.32%

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Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
Name	Piyush Baranwal	Harsha Upadhyaya
Total AUM	₹5379 Cr	₹139411 Cr
Fund Manage	9	11
	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
Others	17.54	3.1
Mid Cap	58.37	70.55
Large Cap	7.87	11.49
Small Cap	16.26	15.06

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
Others	-1.99	3.1
Financial	27.48	-
Chemicals	2.29	-
Metals & Mining	3.7	-
Energy	3.04	-
Healthcare	13.7	-
Materials	4.34	-
Services	12.4	-
Technology	6.99	-
Consumer Staples	4.8	-
Capital Goods	10.9	-
Automobile	2.79	-
Construction	4.11	1.02
Communication	1.78	-
Consumer Discretionary	1.91	-
Textiles	1.03	-
Diversified	0.51	-
Insurance	0.26	2.77
Capital Markets	-	0.93
Finance	-	6.3
Banks	-	3.38
Healthcare Services	-	4.17
IT - Software	-	14.04
Realty	-	2.88
Petroleum Products	-	0.68
Chemicals & Petrochemicals	-	5.82
Electrical Equipment	-	2.13
Fertilizers & Agrochemicals	-	4.79
Industrial Products	-	7.78
Consumer Durables	-	11.12
Aerospace & Defense	-	1.77
Oil	-	1.68
Auto Components	-	11.4
Cement & Cement Products	-	3.3
Telecom - Services	-	2
Entertainment	-	0.26
Pharmaceuticals & Biotechnology	-	5.12
Personal Products	-	1.44
Industrial Manufacturing	-	0.31
Textiles & Apparels	-	0.53
Leisure Services	-	0.39
Retailing	-	0.76
Gas	-	0.33