Compare WhiteOak Capital Multi Cap Fund vs Kotak Multicap Fund
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.92 | 1.6 |
NAV | ₹14.90 | ₹19.34 |
Fund Started | 31 Aug 2023 | 08 Sep 2021 |
Fund Size | ₹2957.46 Cr | ₹23057.25 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.92
1.6
NAV
₹14.90
₹19.34
Fund Started
31 Aug 2023
08 Sep 2021
Fund Size
₹2957.46 Cr
₹23057.25 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year | 6.34% | 5.77% |
3 Year | - | 22.13% |
5 Year | - | - |
1 Year
6.34%
5.77%
3 Year
-
22.13%
5 Year
-
-
Equity | 95.02% | 99.39% |
Cash | -2.04% | 0.61% |
Equity
95.02%
99.39%
Cash
-2.04%
0.61%
Top 10 Holdings |
|
|
Top 10 Holdings
ICICI Bank Ltd. | 4.39% |
HDFC Bank Ltd. | 4.37% |
Bharti Hexacom Ltd. | 2.00% |
Persistent Systems Ltd. | 1.93% |
Eternal Ltd. | 1.92% |
State Bank of India | 1.73% |
Max Financial Services Ltd. | 1.69% |
The Phoenix Mills Ltd. | 1.67% |
Muthoot Finance Ltd. | 1.56% |
Mahindra & Mahindra Ltd. | 1.55% |
Maruti Suzuki India Ltd. | 5.94% |
ITC Ltd. | 4.76% |
Hero Motocorp Ltd. | 4.37% |
State Bank of India | 4.32% |
Shriram Finance Ltd | 3.72% |
Radico Khaitan Ltd. | 2.82% |
Bharti Airtel Ltd. | 2.80% |
Indus Towers Ltd. | 2.78% |
Indusind Bank Ltd. | 2.50% |
Poonawalla Fincorp Ltd. | 2.46% |
Name | - | - |
Start Date | - | - |
Name
-
-
Start Date
-
-
Description | The Scheme seeks to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock. | The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization. |
Launch Date | 31 Aug 2023 | 08 Sep 2021 |
Description
The Scheme seeks to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock.
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.
Launch Date
31 Aug 2023
08 Sep 2021