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Kotak Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Kotak Multi Asset Allocation Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹3943 Cr | ₹8958 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 May 2023 | 22 Sep 2023 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index(45.00), BSE 500 TRI(35.00), Domestic Price of Gold(19.00), Domestic Price of Silver(1.00) | NIFTY 500 TRI(65.00), NIFTY Short Duration Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
| Turn Over | % | % |
| Expense Ratio | 1.88 | 1.73 |
| Manager | Piyush Baranwal | Abhishek Bisen |
| ISIN Code | INF03VN01779 | INF174KA1PA0 |
| Exits Load | WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Kotak Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Month | 0.77% | -0.31% |
| 6 Month | 8.19% | 14.73% |
| 1 Year | 15.55% | 12.07% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.88% | 6.34% |
| 1 Year | 17.94% | 23.6% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Year | 17.87% | 7.24% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Name | Piyush Baranwal | Abhishek Bisen |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Funds Managed | 9 | 33 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 65.82 | 36.55 |
| Large Cap | 25.02 | 45.68 |
| Small Cap | 3.48 | 11.77 |
| Mid Cap | 5.67 | 5.99 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 56.39 | 34.38 |
| Communication Services | 2.62 | 5.97 |
| Energy | 1.13 | 1.26 |
| Technology | 2.79 | 8.01 |
| Basic Materials | 3.73 | 2.19 |
| Industrials | 5.27 | 2.07 |
| Financial Services | 14.67 | 16.2 |
| Healthcare | 2.41 | 0.53 |
| Real Estate | 5.55 | - |
| Consumer Cyclical | 4.29 | 15.76 |
| Utilities | 0.35 | 6.87 |
| Consumer Defensive | 0.81 | 6.75 |
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