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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
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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| 1 Month | -2.84% | -5.11% |
| 6 Month | -13.06% | -16.12% |
| 1 Year | 9.1% | 8.68% |
| 3 Year | - | 17.72% |
| 5 Year | - | 23.67% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| 6 Month | -11.48% | -13.6% |
| 1 Year | -15.3% | -20.33% |
| 3 Year | - | 14.1% |
| 5 Year | - | 19.71% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| 1 Year | 46.7% | 13.66% |
| 3 Year | - | 19.04% |
| 5 Year | - | 17.67% |
Risk Management
| 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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Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| Others | 16.33443 | 3.56044 |
| Mid Cap | 58.93218 | 67.77887 |
| Small Cap | 15.04877 | 16.88166 |
| Large Cap | 9.68459 | 11.77908 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| Others | 14.09094 | 3.56044 |
| Industrials | 12.98751 | 17.04246 |
| Basic Materials | 4.56336 | 15.17357 |
| Consumer Cyclical | 12.01307 | 15.60095 |
| Healthcare | 12.43954 | 10.73294 |
| Financial Services | 21.40169 | 11.42294 |
| Technology | 10.65753 | 16.21265 |
| Energy | 2.7693 | 3.07541 |
| Consumer Defensive | 0.97713 | 1.39276 |
| Real Estate | 3.18675 | 2.95796 |
| Utilities | 0.82183 | 0.81683 |
| Communication Services | 4.09132 | 2.01114 |
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