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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) | ₹3040 Cr | ₹8199 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 | 0.55% | 0.72% |
| 6 Month | 8.99% | 9.71% |
| 1 Year | 14.62% | 4.06% |
| 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 | 3.68% | 4.11% |
| 1 Year | 14.62% | 7.9% |
| 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 | 18.25% | 8.14% |
| 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 | 66.52 | 32.27 |
| Large Cap | 26.26 | 48.54 |
| Mid Cap | 3.56 | 6.08 |
| Small Cap | 3.66 | 13.11 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 57.54 | 31.14 |
| Communication Services | 3.04 | 6.52 |
| Energy | 1.18 | 1.91 |
| Technology | 2.42 | 8.59 |
| Basic Materials | 1.49 | 3.63 |
| Industrials | 5.87 | 2.5 |
| Financial Services | 14.83 | 15.66 |
| Healthcare | 3.17 | 0.62 |
| Real Estate | 4.68 | - |
| Consumer Cyclical | 3.52 | 15.29 |
| Utilities | 0.72 | 7.29 |
| Consumer Defensive | 1.53 | 6.86 |
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