Products
Platform
Research
Market
Learn
Compare Kotak Emerging Equity Fund vs WhiteOak Capital Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.39 | 1.86 |
NAV | ₹135.35 | ₹19.04 |
Fund Started | 12 Feb 2007 | 16 Aug 2022 |
Fund Size | ₹56988.32 Cr | ₹3581.58 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days | Exit load of 1%, if redeemed within 1 month. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.39
1.86
NAV
₹135.35
₹19.04
Fund Started
12 Feb 2007
16 Aug 2022
Fund Size
₹56988.32 Cr
₹3581.58 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit load of 1%, if redeemed within 1 month.
Returns
1 Year | -0.91% | 0.13% |
3 Year | 21.41% | 24.02% |
5 Year | 26.99% | - |
1 Year
-0.91%
0.13%
3 Year
21.41%
24.02%
5 Year
26.99%
-
Holding Analysis
Equity | 97.82% | 96.67% |
Cash | 2.18% | -6.07% |
Equity
97.82%
96.67%
Cash
2.18%
-6.07%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.95% |
GE Vernova T&D India Ltd. | 3.78% |
Dixon Technologies (India) Ltd. | 3.23% |
Mphasis Ltd. | 3.23% |
Swiggy Ltd. | 2.97% |
JK Cement Ltd. | 2.96% |
Ipca Laboratories Ltd. | 2.92% |
Vishal Mega Mart Ltd. | 2.91% |
Solar Industries India Ltd. | 2.39% |
Coromandel International Ltd. | 2.32% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.69% |
Bharti Hexacom Ltd. | 3.42% |
Muthoot Finance Ltd. | 3.42% |
Persistent Systems Ltd. | 3.30% |
Fortis Healthcare Ltd. | 2.99% |
Coforge Ltd. | 2.84% |
The Federal Bank Ltd. | 2.57% |
PB Fintech Ltd. | 2.45% |
Tube Investments Of India Ltd. | 2.34% |
Hero Motocorp Ltd. | 2.31% |
Fund Manager
Name | Pankaj Tibrewal | Trupti Agrawal |
Start Date | 07 Sep 2022 | 31 Aug 2023 |
Name
Pankaj Tibrewal
Trupti Agrawal
Start Date
07 Sep 2022
31 Aug 2023
About Fund
Description | The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. | The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. |
Launch Date | 12 Feb 2007 | 16 Aug 2022 |
Description
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.
Launch Date
12 Feb 2007
16 Aug 2022
