- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Kotak Multi Asset Allocation Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹3422 Cr | ₹8374 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 May 2023 | 22 Sep 2023 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index(45.00), BSE 500 TRI(35.00), Domestic Price of Gold(19.00), Domestic Price of Silver(1.00) | NIFTY 500 TRI(65.00), NIFTY Short Duration Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
| Turn Over | % | % |
| Expense Ratio | 1.88 | 1.73 |
| Manager | Piyush Baranwal | Abhishek Bisen |
| ISIN Code | INF03VN01779 | INF174KA1PA0 |
| Exits Load | WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Kotak Multi Asset Allocation Fund - Regular Plan - 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 Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.31% | 4.66% |
| 6 Month | 11.45% | 16.44% |
| 1 Year | 14.39% | 5.51% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.21% | 7.27% |
| 1 Year | 17.11% | 18.45% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Year | 18.25% | 8.14% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Name | Piyush Baranwal | Abhishek Bisen |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Funds Managed | 9 | 33 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 66.52 | 32.27 |
| Large Cap | 26.26 | 48.54 |
| Mid Cap | 3.56 | 6.08 |
| Small Cap | 3.66 | 13.11 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Kotak Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 56.56 | 31.14 |
| Communication Services | 3.04 | 6.52 |
| Energy | 1.18 | 1.91 |
| Technology | 2.42 | 8.59 |
| Basic Materials | 1.49 | 3.63 |
| Industrials | 6.85 | 2.5 |
| Financial Services | 14.83 | 15.66 |
| Healthcare | 3.17 | 0.62 |
| Real Estate | 4.68 | - |
| Consumer Cyclical | 3.52 | 15.29 |
| Utilities | 0.72 | 7.29 |
| Consumer Defensive | 1.53 | 6.86 |
Top Comparisons
Franklin India Flexi Cap Fund - Growth
3Y Returns17.56%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.02%
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns23.71%
ITI Mid Cap Fund Regular - Growth
3Y Returns20.56%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns12.35%
SBI Small Cap Fund Regular Growth
3Y Returns14.09%
Tata Small Cap Fund Regular Growth
3Y Returns19.59%
