Compare WhiteOak Capital Equity Savings Fund vs Kotak Equity Savings Fund
Risk
Moderate
NA
Rating
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.36
2.7
NAV
₹11.41
₹29.85
Fund Started
25 Feb 2025
17 Sep 2014
Fund Size
₹242.08 Cr
₹10031.57 Cr
Exit Load
-
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days.
1 Year
6.62%
4.39%
3 Year
-
9.79%
5 Year
-
9.34%
Equity
19.05%
33.30%
Cash
59.05%
51.29%
Top 10 Holdings
HDFC Bank Ltd. | 7.10% |
ICICI Bank Ltd. | 5.09% |
Bharti Airtel Ltd. | 4.09% |
Vodafone Idea Ltd. | 3.38% |
State Bank of India | 3.09% |
Axis Bank Ltd. | 2.54% |
Maruti Suzuki India Ltd. | 2.35% |
SBI Life Insurance Company Ltd. | 2.17% |
TVS Motor Company Ltd. | 2.10% |
Kotak Mahindra Bank Ltd. | 2.09% |
Bharti Airtel Ltd. | 6.37% |
Indus Towers Ltd. | 3.61% |
State Bank of India | 3.10% |
HDFC Bank Ltd. | 2.98% |
NTPC Ltd. | 2.96% |
Maruti Suzuki India Ltd. | 2.81% |
Adani Ports and Special Economic Zone Ltd. | 2.49% |
ITC Ltd. | 2.29% |
Hero Motocorp Ltd. | 2.26% |
ICICI Bank Ltd. | 2.17% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments.
The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.
Launch Date
25 Feb 2025
17 Sep 2014
