Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Invest Now

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

Invest Now

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) ₹1566 Cr ₹17678 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 1.24% 1.03%
6 Month 6.69% 5.98%
1 Year 7.81% 5.25%
3 Year - 13.44%
5 Year - 12.88%

SIP Return Analysis

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month 5.74% 5.5%
1 Year 11.42% 9.76%
3 Year - 12.79%
5 Year - 11.85%

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 - 7.26%
Sharp - 1.02%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 37.25 32.1
Large Cap 47.14 50.58
Small Cap 8.45 5.86
Mid Cap 7.17 11.46

Sector Allocation

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 32.67 29.3
Communication Services 4.9 3.21
Basic Materials 5.61 7.06
Energy 2.82 5.76
Technology 7.12 7.95
Industrials 7.65 9.8
Financial Services 21.29 16.5
Healthcare 6.41 3.7
Consumer Cyclical 7.52 8.34
Consumer Defensive 3.02 3.96
Utilities 0.98 2.58
Real Estate - 1.83

Top Comparisons

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns24.18%

VS

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns21.52%

Compare Now

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.9%

VS

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.89%

Compare Now

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns7.31%

VS

LIC MF Banking & PSU Fund-Regular Plan-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth

3Y Returns7.31%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns19.94%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns19.29%

Compare Now
Add to Cart Successfully