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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Kotak Balanced Advantage Fund compare

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tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Chart Comparison

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

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) ₹1897 Cr ₹17475 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 1.58% 1.17%
6 Month 5.3% 3.94%
1 Year 10.1% 7.77%
3 Year - 11.94%
5 Year - 11.48%

SIP Return Analysis

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month 1.78% 1.34%
1 Year 10.46% 8.63%
3 Year - 10.65%
5 Year - 10.58%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year 19.69% 11.04%
3 Year - 11.53%
5 Year - 11.96%

Risk Management

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation - 7.06%
Sharp - 0.72%
Beta - 0.98%
Alpha - 0.07%

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 36.19 35.3
Large Cap 46.06 48.26
Small Cap 8.69 6.62
Mid Cap 9.06 9.82

Sector Allocation

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 32.68 32.34
Communication Services 4.24 2.84
Energy 2.57 5.46
Technology 5.8 6.46
Basic Materials 5.04 6.39
Industrials 7.22 8.01
Financial Services 24.57 18.35
Healthcare 5.27 3.63
Real Estate 0.39 1.57
Consumer Cyclical 9.52 8.85
Consumer Defensive 1.96 3.59
Utilities 0.73 2.52

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