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) | ₹1044 Cr | ₹16348 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 |
| 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% |
| 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% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.07% | 12.91% |
| 3 Year | 17% | 30.76% |
| 5 Year | 17% | 41.99% |
| 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 | 35.73 | 38.48 |
| Large Cap | 49.34 | 33.63 |
| Small Cap | 10.42 | 1.77 |
| Mid Cap | 4.52 | 6.83 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 19.17 | 22.67 |
| Sovereign | 12.93 | 15.91 |
| Energy | 2.98 | 4.3 |
| Financial | 28.07 | 18.22 |
| Construction | 2.31 | 2.02 |
| Metals & Mining | 1.71 | 2.47 |
| Consumer Staples | 4.03 | 3.11 |
| Capital Goods | 5.24 | 1.46 |
| Consumer Discretionary | 1.66 | 0.47 |
| Services | 6.12 | 1.25 |
| Materials | 1.78 | 0.41 |
| Technology | 4.28 | 2.34 |
| Communication | 1.43 | 0.49 |
| Automobile | 2.12 | 3.32 |
| Healthcare | 4.27 | 1.44 |
| Chemicals | 0.63 | 0.83 |
| Insurance | 0.91 | - |
| Textiles | 0.37 | - |
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