WhiteOak Capital Multi Cap vs Kotak MultiCap
Data updated · direct-growth plans · not investment advice
WhiteOak Capital Multi Cap currently edges it with a Smart Score of 74/100 vs 72/100. WhiteOak Capital Multi Cap has the stronger risk-adjusted profile (Sortino 1.25 vs 1.03), 3-year returns of — vs 18.9%, and an expense ratio of 0.96% vs 0.61%. 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 | 9.3%BEST | 9.0% | ||
3Y return | — | 18.9%BEST | ||
5Y return | — | — | ||
Since launch | 20.0%BEST | 17.3% | ||
| Vs category benchmark | ||||
1Y vs index | +6.9%BEST | +6.7% | ||
3Y vs index | — | +6.9%BEST | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.92BEST | 0.91 | ||
Sortino ratio | 1.25BEST | 1.03 | ||
Std deviation | 14.77BEST | 17.90 | ||
Alpha | 6.67BEST | 4.29 | ||
Beta | 0.98 | 1.03 | ||
| Cost & size | ||||
Expense ratio | 0.96% | 0.61%BEST | ||
Fund size | ₹3.9k Cr | ₹28.1k CrBEST | ||
Portfolio P/E | 27.71 | 17.69BEST | ||
| Ratings | ||||
Value Research | — | ★★★★★BEST | ||
Morningstar | — | ★★★★★BEST | ||
| Details | ||||
Fund manager | — | Abhishek Bisen, Devender Singhal | ||
Benchmark | — | — | ||
Riskometer | Very High | Very High | ||
Start date | 22 Sept 2023 | 29 Sept 2021 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is WhiteOak Capital Multi Cap better than Kotak MultiCap?
WhiteOak Capital Multi Cap currently edges it with a Smart Score of 74/100 vs 72/100. WhiteOak Capital Multi Cap has the stronger risk-adjusted profile (Sortino 1.25 vs 1.03), 3-year returns of — vs 18.9%, and an expense ratio of 0.96% vs 0.61%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — WhiteOak Capital Multi Cap or Kotak MultiCap?
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 1.25 vs 1.03. Sharpe ratios: WhiteOak Capital Multi Cap 0.92, Kotak MultiCap 0.91.