Kotak Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

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tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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tortoise-icon Kotak Multi Asset Allocation Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹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

Trailing Lumpsum Returns

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 - -

SIP Return Analysis

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 - -

Rolling Lumpsum Returns

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 - -

Risk Management

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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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
Fund Manage 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 65.43 30.96
Large Cap 27.08 37.79
Mid Cap 2.29 7.87
Small Cap 5.2 10.71

Sector Allocation

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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