Compare WhiteOak Capital Large Cap Fund vs Kotak Nifty Next 50 Index Fund
WhiteOak Capital Large Cap Fund
EquityLarge Cap
Kotak Nifty Next 50 Index Fund
EquityLarge Cap
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.47
0.64
NAV
₹15.13
₹20.17
Fund Started
10 Nov 2022
17 Feb 2021
Fund Size
₹1286.88 Cr
₹1289.45 Cr
Exit Load
-
-
1 Year
-7.22%
-0.65%
3 Year
10.41%
15.25%
5 Year
-
9.48%
Equity
88.60%
100.63%
Cash
5.21%
-0.63%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 9.12% |
HDFC Bank Ltd. | 5.93% |
Bharti Airtel Ltd. | 5.10% |
Nestle India Ltd. | 4.22% |
Kotak Mahindra Bank Ltd. | 3.20% |
State Bank of India | 3.15% |
Eternal Ltd. | 3.11% |
Mahindra & Mahindra Ltd. | 3.07% |
Reliance Industries Ltd. | 2.81% |
Titan Company Ltd. | 2.48% |
Name | Assets |
|---|---|
Divi's Laboratories Ltd. | 4.87% |
TVS Motor Company Ltd. | 3.97% |
Hindustan Aeronautics Ltd. | 3.65% |
Tata Motors Ltd. | 3.63% |
Adani Power Ltd. | 3.50% |
Samvardhana Motherson International Ltd. | 2.97% |
Torrent Pharmaceuticals Ltd. | 2.91% |
Cholamandalam Investment and Finance Company Ltd. | 2.90% |
Vedanta Aluminium Metal Ltd. | 2.88% |
Cummins India Ltd. | 2.65% |
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
