Kotak Business Cycle - Direct Plan - Growth vs WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth

Side-by-side comparison of NAV, returns, expense ratio and star rating.

TopFund Analysis

Kotak Business Cycle - Direct Plan - Growth appears stronger on the given metrics, boasting a 5-star rating and a solid 1-year return of 6.73% compared to WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth's negative return of -5.4%. While Kotak has a lower expense ratio of 0.7393% versus WhiteOak's 1.0%, it also has a significantly higher AUM of ₹3413 Cr compared to just ₹49 Cr for WhiteOak, indicating greater investor confidence. For investors choosing between these funds, Kotak's performance and lower costs make it a more attractive option.

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

WhiteOak Capital Mutual Fund

WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth

WhiteOak Capital Mutual Fund

★★★★★

Equity · Thematic

Metric Kotak Business Cycle -... WhiteOak Capital ESG B...
NAV ₹18.71 ₹10.44
Star Rating ★★★★★ ★
Expense Ratio 0.7393% 1.0%
AUM ₹3,413 Cr ₹49 Cr
1M Return +3.7% +6.14%
3M Return +0.27% -2.51%
6M Return +9.23% +4.93%
1Y Return +6.73% -5.4%
3Y CAGR +17.77% —
Risk Level — —
Fund Manager Pankaj Tibrewal Ramesh Mantri