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

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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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)	₹3943 Cr	₹8374 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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Kotak Multi Asset Allocation Fund - Regular (G)
1 Month	2.34%	6.65%
6 Month	11.43%	19.73%
1 Year	15.09%	12.35%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Kotak Multi Asset Allocation Fund - Regular (G)
6 Month	4.7%	10.63%
1 Year	19.28%	29.91%
3 Year	-	-
5 Year	-	-

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	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Kotak Multi Asset Allocation Fund - Regular (G)
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

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)

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Kotak Multi Asset Allocation Fund - Regular (G)
Others	64.6	32.48
Large Cap	25.22	48.96
Small Cap	3.74	12.69
Mid Cap	6.44	5.88

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Kotak Multi Asset Allocation Fund - Regular (G)
Others	54.79	30.8
Communication Services	2.8	6.27
Energy	1.04	1.83
Technology	2.59	8.87
Basic Materials	4.41	3.48
Industrials	6.33	2.24
Financial Services	14.02	15.73
Healthcare	2.68	0.6
Real Estate	5.44	-
Consumer Cyclical	4.15	16.49
Utilities	0.39	6.85
Consumer Defensive	1.34	6.84