WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Kotak Balanced Advantage Fund compare

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tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Chart Comparison

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

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 Very High
Asset Size (Cr) ₹1044 Cr ₹16986 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 10 Feb 2023 05 Jul 2018
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type 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 2.16 1.65
Manager Piyush Baranwal Harsha Upadhyaya
ISIN Code INF03VN01720 INF174KA1186
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month 2.05% 1.11%
6 Month 13.17% 12.82%
1 Year 24.92% 22.94%
3 Year - 12.21%
5 Year - 13.62%

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 10.16% 9.53%
3 Year 14.88% 22.25%
5 Year 14.88% 38.84%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year 22.68% 11.89%
3 Year - 11.49%
5 Year - 11.72%

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 35.73 38.48
Large Cap 49.34 33.63
Mid Cap 4.52 6.83
Small Cap 10.42 1.77

Sector Allocation

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 19.17 22.67
Financial 28.07 18.22
Insurance 0.91 -
Materials 1.78 0.41
Healthcare 4.27 1.44
Communication 1.43 0.49
Technology 4.28 2.34
Energy 2.98 4.3
Construction 2.31 2.02
Metals & Mining 1.71 2.47
Sovereign 12.93 15.91
Services 6.12 1.25
Automobile 2.12 3.32
Capital Goods 5.24 1.46
Consumer Staples 4.03 3.11
Consumer Discretionary 1.66 0.47
Chemicals 0.63 0.83
Textiles 0.37 -

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