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

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Kotak Emerging Equity Scheme - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2657 Cr	₹49092 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	1.91	1.44
Manager	Piyush Baranwal	Harsha Upadhyaya
ISIN Code	INF03VN01563	INF174K01DS9
Exits Load	WhiteOak Capital Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
1 Month	5.23%	6.02%
6 Month	-10.6%	-12.21%
1 Year	11.44%	11.27%
3 Year	-	16.85%
5 Year	-	29.67%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
6 Month	-4.07%	-4.52%
1 Year	-7.71%	-11.62%
3 Year	-	17.51%
5 Year	-	21%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
1 Year	45.53%	13.66%
3 Year	-	19.04%
5 Year	-	17.67%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
Standard Deviation	-	15.958%
Sharp	-	0.648%
Beta	-	0.86%
Alpha	-	-0.958%

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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
Funds Managed	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	16.33	3.56
Mid Cap	58.93	67.78
Small Cap	15.05	16.88
Large Cap	9.68	11.78

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
Others	14.09	3.56
Industrials	12.99	17.04
Basic Materials	4.56	15.17
Consumer Cyclical	12.01	15.6
Healthcare	12.44	10.73
Financial Services	21.4	11.42
Technology	10.66	16.21
Energy	2.77	3.08
Consumer Defensive	0.98	1.39
Real Estate	3.19	2.96
Utilities	0.82	0.82
Communication Services	4.09	2.01