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

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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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)	₹1222 Cr	₹16752 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	10 Feb 2023	03 Aug 2018
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	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	2.12	1.65
Manager	Piyush Baranwal	Harsha Upadhyaya
ISIN Code	INF03VN01720	INF174KA1186
Exits Load	WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month	1.35%	1.12%
6 Month	5.63%	4.71%
1 Year	17.7%	15.78%
3 Year	-	11.61%
5 Year	-	12.13%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month	-	-
1 Year	14.82%	12.55%
3 Year	-	14.4%
5 Year	-	13.5%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year	22.51%	12.19%
3 Year	-	11.44%
5 Year	-	11.76%

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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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

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	18.46	38.48
Small Cap	9.67	1.77
Large Cap	52.26	33.63
Mid Cap	6.65	6.83

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	18.46	22.67
Realty	0.2	-
Petroleum Products	3.55	-
IT - Software	5.36	-
Pharmaceuticals & Biotechnology	5.39	-
Construction	2.41	2.02
Finance	4.63	-
Consumer Durables	2.12	-
Non - Ferrous Metals	2.15	-
Banks	14.49	-
Healthcare Services	0.55	-
Electrical Equipment	1.72	-
Auto Components	0.45	-
Cement & Cement Products	0.66	-
Ferrous Metals	0.44	-
Leisure Services	0.16	-
Personal Products	1.13	-
Industrial Products	0.71	-
Automobiles	2.03	-
Insurance	1.51	-
Beverages	0.45	-
Healthcare Equipment & Supplies	0.65	-
IT - Services	0.82	-
Food Products	1.75	-
Aerospace & Defense	0.74	-
Oil	0.68	-
Chemicals & Petrochemicals	0.71	-
Capital Markets	3.82	-
Telecom - Services	1.88	-
Financial Technology (Fintech)	0.28	-
Metals & Minerals Trading	1.45	-
Transport Services	0.49	-
Retailing	2.78	-
Household Products	0.52	-
Power	1.69	-
Commercial Services & Supplies	0.21	-
Consumer Staples	-	3.11
Metals & Mining	-	2.47
Services	-	1.25
Healthcare	-	1.44
Energy	-	4.3
Financial	-	18.22
Materials	-	0.41
Automobile	-	3.32
Communication	-	0.49
Sovereign	-	15.91
Technology	-	2.34
Chemicals	-	0.83
Capital Goods	-	1.46
Consumer Discretionary	-	0.47