Kotak Business Cycle - Direct Plan - Growth vs WhiteOak Capital Special Opportunities Fund - Direct 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 higher star rating of 5 and a lower expense ratio of 0.7393%, which can benefit long-term investors through cost efficiency. However, WhiteOak Capital Special Opportunities Fund offers higher one-year returns at 9.85%, albeit with a higher expense ratio of 1.4% and a lower star rating of 4, indicating a potential tradeoff between higher returns and higher costs. Investors should consider their priorities between short-term performance and long-term cost efficiency when choosing between these funds.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
WhiteOak Capital Special Opportunities Fund - Direct Growth
WhiteOak Capital Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | WhiteOak Capital Speci... |
|---|---|---|
| NAV | ₹18.71 | ₹15.12 |
| Star Rating | ★★★★★ | ★★★★ |
| Expense Ratio | 0.7393% | 1.4% |
| AUM | ₹3,413 Cr | ₹2,141 Cr |
| 1M Return | +3.7% | +2.93% |
| 3M Return | +0.27% | -0.59% |
| 6M Return | +9.23% | +11.06% |
| 1Y Return | +6.73% | +9.85% |
| 3Y CAGR | +17.77% | — |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Piyush Baranwal |