WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Kotak Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
| 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 | -2.53% | -2.21% |
| 6 Month | 1.35% | -0.31% |
| 1 Year | 13.94% | 11.67% |
| 3 Year | - | 10.73% |
| 5 Year | - | 11.56% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.14% | 8.73% |
| 3 Year | - | 13.56% |
| 5 Year | - | 12.94% |
| 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 | 30.7 |
| Small Cap | 9.67 | 6.46 |
| Large Cap | 52.26 | 40.06 |
| Mid Cap | 6.65 | 9.49 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 18.46 | 30.22 |
| Realty | 0.2 | 2.06 |
| Petroleum Products | 3.55 | 3.08 |
| IT - Software | 5.36 | 8.36 |
| Pharmaceuticals & Biotechnology | 5.39 | 1.15 |
| Construction | 2.41 | 1.93 |
| Finance | 4.63 | 1.78 |
| Consumer Durables | 2.12 | 0.82 |
| Non - Ferrous Metals | 2.15 | 0.39 |
| Banks | 14.49 | 9.74 |
| Healthcare Services | 0.55 | 1.19 |
| Electrical Equipment | 1.72 | 0.74 |
| Auto Components | 0.45 | 2.97 |
| Cement & Cement Products | 0.66 | 0.8 |
| Ferrous Metals | 0.44 | 0.04 |
| Leisure Services | 0.16 | 0.05 |
| Personal Products | 1.13 | 0.52 |
| Industrial Products | 0.71 | 1.54 |
| Automobiles | 2.03 | 2.94 |
| Insurance | 1.51 | 0.93 |
| Beverages | 0.45 | 0.85 |
| Healthcare Equipment & Supplies | 0.65 | - |
| IT - Services | 0.82 | - |
| Food Products | 1.75 | - |
| Aerospace & Defense | 0.74 | 0.52 |
| Oil | 0.68 | 0.39 |
| Chemicals & Petrochemicals | 0.71 | 0.77 |
| Capital Markets | 3.82 | 0.09 |
| Telecom - Services | 1.88 | 1.97 |
| Financial Technology (Fintech) | 0.28 | 0.71 |
| Metals & Minerals Trading | 1.45 | -0.01 |
| Transport Services | 0.49 | 1.31 |
| Retailing | 2.78 | 1.38 |
| Household Products | 0.52 | - |
| Power | 1.69 | 1.67 |
| Commercial Services & Supplies | 0.21 | - |
| Cement and Cement Products | - | 0.1 |
| Diversified FMCG | - | 2.75 |
| Gas | - | 0.79 |
| Fertilizers & Agrochemicals | - | 1.05 |
| Diversified Metals | - | -0.01 |
| Agricultural, Commercial & Construction Vehicles | - | 0.2 |
| Consumable Fuels | - | 0.19 |
| Pharmaceuticals and Biotechnology | - | 0.43 |
| Transport Infrastructure | - | -0.01 |
| Industrial Manufacturing | - | 0.32 |
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