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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) | ₹2093 Cr | ₹17874 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 | -1.12% | -0.76% |
| 6 Month | 2.88% | 1.93% |
| 1 Year | 5.02% | 3.25% |
| 3 Year | - | 11.51% |
| 5 Year | - | 10.55% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.6% | 1.6% |
| 1 Year | 11.06% | 9.76% |
| 3 Year | - | 10.56% |
| 5 Year | - | 10.56% |
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% | 10.94% |
| 3 Year | - | 11.54% |
| 5 Year | - | 11.93% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.05% |
| Sharp | - | 0.68% |
| Beta | - | 0.99% |
| Alpha | - | 0.24% |
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 | 36.89 | 33.76 |
| Large Cap | 44.56 | 48.49 |
| Small Cap | 8.79 | 6.36 |
| Mid Cap | 9.76 | 11.38 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 32.68 | 29.86 |
| Communication Services | 4.14 | 3.07 |
| Energy | 2.95 | 5.6 |
| Technology | 7.53 | 9.24 |
| Basic Materials | 5.89 | 6.29 |
| Industrials | 7.08 | 7.82 |
| Financial Services | 22.02 | 18.76 |
| Healthcare | 5.09 | 3.36 |
| Real Estate | 0.47 | 1.64 |
| Consumer Cyclical | 9.43 | 8.76 |
| Consumer Defensive | 2.08 | 3.36 |
| Utilities | 0.64 | 2.23 |
Top Comparisons
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3Y Returns0%
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3Y Returns18.64%
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3Y Returns9.95%
