Kotak MultiCap vs WhiteOak Capital Multi Cap
Data updated · direct-growth plans · not investment advice
Kotak MultiCap currently edges it with a Smart Score of 73/100 vs 72/100. Kotak MultiCap has the weaker risk-adjusted profile (Sortino 1.03 vs 1.24), 3-year returns of 19.0% vs —, and an expense ratio of 0.61% vs 0.96%. Scores are relative to all Multi Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 9.1%BEST | 8.8% | ||
3Y return | 19.0%BEST | — | ||
5Y return | — | — | ||
Since launch | 17.3% | 19.9%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +6.8%BEST | +6.5% | ||
3Y vs index | +6.9%BEST | — | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.91BEST | 0.91 | ||
Sortino ratio | 1.03 | 1.24BEST | ||
Std deviation | 17.90 | 14.77BEST | ||
Alpha | 4.29 | 6.58BEST | ||
Beta | 1.03 | 0.98 | ||
| Cost & size | ||||
Expense ratio | 0.61%BEST | 0.96% | ||
Fund size | ₹28.1k CrBEST | ₹3.9k Cr | ||
Portfolio P/E | 17.69BEST | 27.71 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | — | ||
Morningstar | ★★★★★BEST | — | ||
| Details | ||||
Fund manager | Abhishek Bisen, Devender Singhal | — | ||
Benchmark | — | — | ||
Riskometer | Very High | Very High | ||
Start date | 29 Sept 2021 | 22 Sept 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Kotak MultiCap better than WhiteOak Capital Multi Cap?
Kotak MultiCap currently edges it with a Smart Score of 73/100 vs 72/100. Kotak MultiCap has the weaker risk-adjusted profile (Sortino 1.03 vs 1.24), 3-year returns of 19.0% vs —, and an expense ratio of 0.61% vs 0.96%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — Kotak MultiCap or WhiteOak Capital Multi Cap?
Kotak MultiCap has the lower expense ratio: 0.61% vs 0.96% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), WhiteOak Capital Multi Cap leads with 1.24 vs 1.03. Sharpe ratios: Kotak MultiCap 0.91, WhiteOak Capital Multi Cap 0.91.