Kotak Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Invest NowKotak Multi Asset Allocation Fund - Regular (G)
Invest NowChart Comparison
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) | ₹601 Cr | ₹0 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 12 May 2023 | 22 Sep 2023 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Composite Bond Index (40), BSE 500 TRI (40), Domestic Price of Gold (10), Domestic Price of S | NIFTY 50 TRI |
Turn Over | % | % |
Expense Ratio | 1.77 | 1.73 |
Manager | Piyush Baranwal | Abhishek Bisen |
ISIN Code | INF03VN01779 | INF174KA1PA0 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
---|---|---|
1 Month | -1.32% | -3.78% |
6 Month | 6.92% | 5.09% |
1 Year | 20.12% | 22.8% |
3 Year | - | - |
5 Year | - | - |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | 18.55% | 16.87% |
3 Year | - | - |
5 Year | - | - |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
---|---|---|
1 Year | 20.56% | 29.46% |
3 Year | - | - |
5 Year | - | - |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 9 | 33 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Kotak Multi Asset Allocation Fund - Regular (G) |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Kotak Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Others | 65.43 | 30.96 |
Large Cap | 27.08 | 37.79 |
Mid Cap | 2.29 | 7.87 |
Small Cap | 5.2 | 10.71 |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Kotak Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Others | 15.94 | 30.96 |
Financial | 23.17 | - |
Insurance | 0.47 | 0.92 |
Consumer Staples | 2.07 | - |
Energy | 2.72 | - |
Sovereign | 14.53 | - |
Materials | 0.68 | - |
Technology | 2.04 | - |
Construction | 4.04 | 0.29 |
Services | 2.98 | - |
Healthcare | 2.12 | - |
Metals & Mining | 0.88 | - |
Automobile | 1.17 | - |
Capital Goods | 2.7 | - |
Consumer Discretionary | 0.67 | - |
Chemicals | 0.36 | - |
Communication | 0.74 | - |
Textiles | 0.14 | - |
Unclassified | 22.58 | - |
Petroleum Products | - | 0 |
IT - Software | - | 8.11 |
Personal Products | - | 1.42 |
Finance | - | 3.33 |
Banks | - | 6.48 |
Diversified FMCG | - | 5.54 |
Printing & Publication | - | 0.31 |
Healthcare Services | - | 1.27 |
Cement & Cement Products | - | 1.21 |
Ferrous Metals | - | 0 |
Gas | - | 1.59 |
Automobiles | - | 7.07 |
Entertainment | - | 2.12 |
Diversified Metals | - | 0 |
Realty | - | 0 |
Consumer Durables | - | 0.51 |
Auto Components | - | 2.18 |
Leisure Services | - | 2.15 |
Retailing | - | 2.66 |
Telecom - Services | - | 1.52 |
Pharmaceuticals & Biotechnology | - | 0 |
Metals & Minerals Trading | - | 0 |
Consumable Fuels | - | 0 |
Non - Ferrous Metals | - | 0 |
Minerals & Mining | - | 0 |
Power | - | 3.53 |
Transport Services | - | 0.68 |
Transport Infrastructure | - | -0.02 |
Capital Markets | - | 0.8 |
Industrial Manufacturing | - | 1.6 |
Beverages | - | 1.1 |
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