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)	₹2542 Cr	₹50627 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	1.92	1.43
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	5.45%	3.62%
6 Month	11.67%	6.39%
1 Year	32.54%	34.57%
3 Year	-	23.03%
5 Year	-	27.23%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
6 Month	-	-
1 Year	30.9%	29.8%
3 Year	-	30.5%
5 Year	-	29.85%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
1 Year	48.63%	13.27%
3 Year	-	18.68%
5 Year	-	17.6%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
Standard Deviation	5.67%	12.22%
Sharp	-	1.16%
Beta	-	0.8%
Alpha	-	2.59%

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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	6.21	3.71
Small Cap	20.97	14.15
Mid Cap	65.97	71.14
Large Cap	6.85	10.8

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Kotak Emerging Equity Scheme - Growth
Others	6.21	3.71
Realty	3.61	3.11
Industrial Products	7.06	7.32
Pharmaceuticals & Biotechnology	6.26	5.6
Cement & Cement Products	0.95	3.3
Finance	7.72	4.97
Healthcare Services	4.55	4.49
Retailing	5.1	-
Chemicals & Petrochemicals	0.52	5.66
IT - Software	7.27	15.17
Leisure Services	3.08	-
Paper, Forest & Jute Products	0.24	-
Electrical Equipment	4.9	2.63
Transport Services	0.81	-
Auto Components	4.42	11.37
Petroleum Products	0.79	0.61
Personal Products	1.23	1.61
Food Products	0.07	-
Consumer Durables	3.4	10.86
Construction	0.41	1.01
Telecom - Services	2.65	2.03
Fertilizers & Agrochemicals	1.34	4.88
Banks	3.57	3.46
Insurance	5.25	2.76
Beverages	0.44	-
Healthcare Equipment & Supplies	1.16	-
Ferrous Metals	0.76	-
IT - Services	0.98	-
Diversified	1.35	-
Oil	1.46	1.42
Textiles & Apparels	0.7	0.55
Capital Markets	7.82	1.15
Gas	0.56	-
Financial Technology (Fintech)	2.24	-
Diversified FMCG	0.09	-
Minerals & Mining	0.66	-
Commercial Services & Supplies	0.37	-
Aerospace & Defense	-	1.83
Industrial Manufacturing	-	0.3