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Kotak Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

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tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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tortoise-icon Kotak Multi Asset Allocation Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1289 Cr ₹7680 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 3.42% 3.22%
6 Month 8.57% 1.86%
1 Year 16.79% 7.55%
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 4.25% -0.58%
1 Year 14.63% -4.03%
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 19.74% 23.15%
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 - -

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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 65.3 33.2
Large Cap 27.12 45.85
Small Cap 4.13 13.18
Mid Cap 3.44 7.77

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Kotak Multi Asset Allocation Fund - Regular (G)

Others 59.03 32.95
Basic Materials 1.76 2.68
Energy 3.21 0.41
Technology 3.6 9.06
Industrials 3.1 4.47
Financial Services 14.56 13.26
Consumer Defensive 1.44 7.31
Healthcare 2.03 1.91
Consumer Cyclical 3.93 15.86
Real Estate 3.26 0.2
Utilities 2.75 6.7
Communication Services 1.34 5.19

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