Kotak Business Cycle - Direct Plan - Growth vs WhiteOak Capital Quality Equity 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 based on its metrics, boasting a 5-star rating and a 1-year return of 6.73%, compared to WhiteOak Capital Quality Equity Fund Direct Plan Growth's 1-star rating and a negative 1-year return of -6.47%. However, investors should note that while Kotak has a lower expense ratio of 0.7393%, it also has a significantly higher AUM of ₹3413 Cr, indicating greater investor confidence. For those deciding between the two, Kotak Business Cycle offers better performance and lower costs, making it a more appealing option.

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

WhiteOak Capital Mutual Fund

WhiteOak Capital Quality Equity Fund Direct Plan Growth

WhiteOak Capital Mutual Fund

★★★★★

Equity · Thematic

Metric Kotak Business Cycle -... WhiteOak Capital Quali...
NAV ₹18.71 ₹10.08
Star Rating ★★★★★ ★
Expense Ratio 0.7393% 1.03%
AUM ₹3,413 Cr ₹597 Cr
1M Return +3.7% -2.16%
3M Return +0.27% -4.25%
6M Return +9.23% +1.44%
1Y Return +6.73% -6.47%
3Y CAGR +17.77% —
Risk Level — —
Fund Manager Pankaj Tibrewal Piyush Baranwal