Compare WhiteOak Capital Large Cap Fund vs Kotak Nifty Next 50 Index Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.51
0.66
NAV
₹15.77
₹21.17
Fund Started
10 Nov 2022
17 Feb 2021
Fund Size
₹1328.66 Cr
₹1205.62 Cr
Exit Load
-
-
1 Year
-0.68%
6.26%
3 Year
12.53%
17.80%
5 Year
-
13.08%
Equity
86.88%
99.87%
Cash
3.89%
0.13%
Top 10 Holdings
HDFC Bank Ltd. | 9.09% |
ICICI Bank Ltd. | 9.07% |
Bharti Airtel Ltd. | 4.70% |
Nestle India Ltd. | 3.69% |
Mahindra & Mahindra Ltd. | 3.09% |
Reliance Industries Ltd. | 2.97% |
Kotak Mahindra Bank Ltd. | 2.91% |
Torrent Pharmaceuticals Ltd. | 2.74% |
Eternal Ltd. | 2.73% |
Bharat Electronics Ltd. | 2.61% |
Adani Power Ltd. | 3.79% |
Tata Motors Ltd. | 3.61% |
Divi's Laboratories Ltd. | 3.42% |
Hindustan Aeronautics Ltd. | 3.40% |
TVS Motor Company Ltd. | 3.32% |
Cholamandalam Investment and Finance Company Ltd. | 3.16% |
Cummins India Ltd. | 3.12% |
Avenue Supermarts Ltd. | 2.88% |
Varun Beverages Ltd. | 2.84% |
Samvardhana Motherson International Ltd. | 2.67% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.
The scheme seeks to replicate the composition of the Nifty Next 50 and to generate returns that are commensurate with the performance of the NIFTY Next 50 Index, subject to tracking errors.
Launch Date
10 Nov 2022
17 Feb 2021
