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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) | ₹1328 Cr | ₹16649 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 | 2.75% | 2.85% |
| 6 Month | 2.07% | 1.12% |
| 1 Year | 11.67% | 9.98% |
| 3 Year | - | 11.81% |
| 5 Year | - | 14.34% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.84% | 2.11% |
| 1 Year | 6.32% | 3.39% |
| 3 Year | - | 11.94% |
| 5 Year | - | 11.48% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.06% | 12.38% |
| 3 Year | - | 11.42% |
| 5 Year | - | 11.8% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.209% |
| Sharp | - | 0.403% |
| 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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