WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Kotak Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1566 Cr | ₹17343 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 10 Feb 2023 | 03 Aug 2018 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 0.0% | 285.96% |
Expense Ratio | 2.09 | 1.66 |
Manager | Piyush Baranwal | Harsha Upadhyaya |
ISIN Code | INF03VN01720 | INF174KA1186 |
Exits Load | WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Kotak Balanced Advantage Fund - 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 Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Month | 2.19% | 1.74% |
6 Month | 5.3% | 4.51% |
1 Year | 10.83% | 8.36% |
3 Year | - | 14.52% |
5 Year | - | 13.91% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
6 Month | 7.18% | 6.63% |
1 Year | 13.47% | 10.98% |
3 Year | - | 13.66% |
5 Year | - | 12.33% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Year | 21.55% | 11.85% |
3 Year | - | 11.38% |
5 Year | - | 11.87% |
Risk Management
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 7.54% |
Sharp | - | 0.80% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Name | Piyush Baranwal | Harsha Upadhyaya |
Total AUM | ₹5379 Cr | ₹139411 Cr |
Funds Managed | 9 | 11 |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Others | 34.38 | 33.82 |
Large Cap | 48.83 | 50.18 |
Small Cap | 9.41 | 5.89 |
Mid Cap | 7.39 | 10.11 |
Sector Allocation
Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Others | 32.88 | 32.99 |
Basic Materials | 5.2 | 6.4 |
Energy | 5.05 | 4.49 |
Technology | 7.68 | 9.8 |
Industrials | 6.57 | 8.3 |
Financial Services | 22.84 | 15.04 |
Healthcare | 5.35 | 3.72 |
Consumer Cyclical | 7.91 | 8.03 |
Consumer Defensive | 1.86 | 4.48 |
Communication Services | 3.13 | 2.42 |
Real Estate | 0.31 | 1.74 |
Utilities | 1.23 | 2.61 |
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