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
2.21
0.85
NAV
₹15.05
₹20.54
Fund Started
10 Nov 2022
17 Feb 2021
Fund Size
₹1163.57 Cr
₹1066.56 Cr
Exit Load
-
-
1 Year
-2.63%
4.88%
3 Year
12.71%
18.28%
5 Year
-
12.68%
Equity
94.20%
100.64%
Cash
-2.67%
-0.64%
Top 10 Holdings
HDFC Bank Ltd. | 9.44% |
ICICI Bank Ltd. | 9.39% |
Bharti Airtel Ltd. | 5.47% |
Nestle India Ltd. | 4.37% |
Reliance Industries Ltd. | 3.42% |
Mahindra & Mahindra Ltd. | 3.28% |
Kotak Mahindra Bank Ltd. | 3.25% |
Torrent Pharmaceuticals Ltd. | 3.12% |
Bharat Electronics Ltd. | 3.12% |
Eternal Ltd. | 2.91% |
Adani Power Ltd. | 3.74% |
Tata Motors Ltd. | 3.50% |
Divi's Laboratories Ltd. | 3.37% |
Hindustan Aeronautics Ltd. | 3.36% |
TVS Motor Company Ltd. | 3.35% |
Tata Power Company Ltd. | 3.04% |
Cummins India Ltd. | 2.90% |
Varun Beverages Ltd. | 2.87% |
Britannia Industries Ltd. | 2.75% |
Avenue Supermarts Ltd. | 2.75% |
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
