WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Kotak Emerging Equity Scheme compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Kotak Emerging Equity Scheme - Growth
Chart Comparison
| 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 | ₹49439 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 | 1.44 |
| 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% | 3.19% |
| 6 Month | 22.86% | 28.84% |
| 1 Year | 50.62% | 42.32% |
| 3 Year | - | 23.53% |
| 5 Year | - | 29.76% |
| 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 | 32.55% | 30.05% |
| 3 Year | 44.65% | 77.77% |
| 5 Year | 44.65% | 117.77% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| Standard Deviation | 5.67% | 12.22% |
| Sharp | - | 1.35% |
| Beta | - | 0.79% |
| Alpha | - | 1.45% |
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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 | 3.96 |
| Mid Cap | 58.37 | 68.82 |
| Large Cap | 7.87 | 12.01 |
| Small Cap | 16.26 | 15.12 |
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| Others | -1.99 | 3.76 |
| 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 | 0.64 |
| Communication | 1.78 | - |
| Consumer Discretionary | 1.91 | - |
| Textiles | 1.03 | - |
| Diversified | 0.51 | - |
| Insurance | 0.26 | 2.67 |
| Capital Markets | - | 0.73 |
| Finance | - | 6.88 |
| Banks | - | 3.36 |
| Healthcare Services | - | 3.32 |
| Realty | - | 2.95 |
| Petroleum Products | - | 0.63 |
| Chemicals and Petrochemicals | - | 5.47 |
| Electrical Equipment | - | 1.68 |
| Fertilizers and Agrochemicals | - | 4.84 |
| Industrial Products | - | 9.08 |
| Consumer Durables | - | 10.15 |
| IT - Software | - | 10.54 |
| Aerospace and Defense | - | 2.04 |
| Oil | - | 3.03 |
| Chemicals & Petrochemicals | - | 0.09 |
| Auto Components | - | 14.14 |
| Cement and Cement Products | - | 3.01 |
| Telecom - Services | - | 1.64 |
| Entertainment | - | 0.29 |
| Pharmaceuticals and Biotechnology | - | 4.09 |
| Personal Products | - | 1.48 |
| Pharmaceuticals & Biotechnology | - | 0.88 |
| Industrial Manufacturing | - | 0.36 |
| Textiles and Apparels | - | 0.54 |
| Leisure Services | - | 0.36 |
| Retailing | - | 0.68 |
| Gas | - | 0.38 |
| Unclassified | - | 0.2 |
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