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 | ₹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 | - | - |
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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 | 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 |
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