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

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Kotak Multi Asset Allocation Fund - Regular (G)

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	₹6089 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	1.75
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	2.08%	1.62%
6 Month	11.52%	16.63%
1 Year	21.34%	-
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	9.54%	12.85%
3 Year	10.93%	12.85%
5 Year	10.93%	12.85%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Kotak Multi Asset Allocation Fund - Regular (G)
1 Year	12.05%	13.6%
3 Year	12.21%	13.6%
5 Year	12.21%	13.6%

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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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)

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Kotak Multi Asset Allocation Fund - Regular (G)
Others	65.43	33.03
Large Cap	27.08	39.62
Mid Cap	2.29	5.8
Small Cap	5.2	10.32

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Kotak Multi Asset Allocation Fund - Regular (G)
Others	15.94	32.97
Financial	23.17	-
Insurance	0.47	1.19
Consumer Staples	2.07	-
Energy	2.72	-
Sovereign	14.53	-
Materials	0.68	-
Technology	2.04	-
Construction	4.04	0.33
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	-	5.19
Finance	-	3.51
Banks	-	13.08
Diversified FMCG	-	3.58
Printing & Publication	-	0.39
Healthcare Services	-	1.15
Cement & Cement Products	-	1.49
Ferrous Metals	-	0.54
Gas	-	1.68
Automobiles	-	7.42
Entertainment	-	2.23
Realty	-	0
Auto Components	-	2.25
Leisure Services	-	0.29
Telecom - Services	-	1.49
Pharmaceuticals & Biotechnology	-	0
Metals & Minerals Trading	-	0
Consumable Fuels	-	-0.01
Non - Ferrous Metals	-	0
Personal Products	-	1.06
Minerals & Mining	-	-0.01
Power	-	3.48
Transport Services	-	0
Transport Infrastructure	-	-0.02
Retailing	-	1.38
Capital Markets	-	0.81
Industrial Manufacturing	-	2.18
Beverages	-	1.12