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 Risk | Very High Risk |
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 | -0.77% | -1.11% |
6 Month | -0.11% | -1.49% |
1 Year | 11.4% | 9.34% |
3 Year | - | 9.93% |
5 Year | - | 10.86% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 6.95% | 4.85% |
3 Year | - | 12.07% |
5 Year | - | 11.92% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Year | 22.23% | 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 | - | 5.45% |
Sharp | - | 0.94% |
Beta | - | 0.76% |
Alpha | - | 2.13% |
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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 |
Fund Manage | 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 | 18.46 | 30.7 |
Small Cap | 9.67 | 6.46 |
Large Cap | 52.26 | 40.06 |
Mid Cap | 6.65 | 9.49 |
Sector Allocation
Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Others | 18.46 | 30.22 |
Realty | 0.2 | 2.06 |
Petroleum Products | 3.55 | 3.08 |
IT - Software | 5.36 | 8.36 |
Pharmaceuticals & Biotechnology | 5.39 | 1.15 |
Construction | 2.41 | 1.93 |
Finance | 4.63 | 1.78 |
Consumer Durables | 2.12 | 0.82 |
Non - Ferrous Metals | 2.15 | 0.39 |
Banks | 14.49 | 9.74 |
Healthcare Services | 0.55 | 1.19 |
Electrical Equipment | 1.72 | 0.74 |
Auto Components | 0.45 | 2.97 |
Cement & Cement Products | 0.66 | 0.8 |
Ferrous Metals | 0.44 | 0.04 |
Leisure Services | 0.16 | 0.05 |
Personal Products | 1.13 | 0.52 |
Industrial Products | 0.71 | 1.54 |
Automobiles | 2.03 | 2.94 |
Insurance | 1.51 | 0.93 |
Beverages | 0.45 | 0.85 |
Healthcare Equipment & Supplies | 0.65 | - |
IT - Services | 0.82 | - |
Food Products | 1.75 | - |
Aerospace & Defense | 0.74 | 0.52 |
Oil | 0.68 | 0.39 |
Chemicals & Petrochemicals | 0.71 | 0.77 |
Capital Markets | 3.82 | 0.09 |
Telecom - Services | 1.88 | 1.97 |
Financial Technology (Fintech) | 0.28 | 0.71 |
Metals & Minerals Trading | 1.45 | -0.01 |
Transport Services | 0.49 | 1.31 |
Retailing | 2.78 | 1.38 |
Household Products | 0.52 | - |
Power | 1.69 | 1.67 |
Commercial Services & Supplies | 0.21 | - |
Cement and Cement Products | - | 0.1 |
Diversified FMCG | - | 2.75 |
Gas | - | 0.79 |
Fertilizers & Agrochemicals | - | 1.05 |
Diversified Metals | - | -0.01 |
Agricultural, Commercial & Construction Vehicles | - | 0.2 |
Consumable Fuels | - | 0.19 |
Pharmaceuticals and Biotechnology | - | 0.43 |
Transport Infrastructure | - | -0.01 |
Industrial Manufacturing | - | 0.32 |
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