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

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Kotak Multi Asset Allocation Fund - Regular (G)

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Chart Comparison

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

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 Risk	Very High Risk
Asset Size (Cr)	₹1289 Cr	₹7680 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	19 May 2023	22 Sep 2023
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Short-Term Bond Index(45.00), BSE 500 TRI(35.00), Domestic Price of Gold(19.00), Domestic Price of Silver(1.00)	NIFTY 500 TRI(65.00), NIFTY Short Duration Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over	%	%
Expense Ratio	1.88	1.73
Manager	Piyush Baranwal	Abhishek Bisen
ISIN Code	INF03VN01779	INF174KA1PA0
Exits Load	WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Kotak Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Kotak Multi Asset Allocation Fund - Regular (G)
1 Month	0.79%	-2.17%
6 Month	5.12%	-5.9%
1 Year	17.12%	8.1%
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	12.48%	-2.46%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Kotak Multi Asset Allocation Fund - Regular (G)
1 Year	20.16%	23.15%
3 Year	-	-
5 Year	-	-

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	56.55	30.96
Small Cap	12.24	10.71
Large Cap	27.82	37.79
Mid Cap	3.18	7.87

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Kotak Multi Asset Allocation Fund - Regular (G)
Others	56.55	30.96
Realty	4.53	0
Petroleum Products	2.06	0
IT - Software	2.27	8.11
Pharmaceuticals & Biotechnology	1.86	0
Construction	1.38	0.29
Finance	2.18	3.33
Consumer Durables	0.61	0.51
Diversified FMCG	0.23	5.54
Non - Ferrous Metals	0.19	0
Banks	11.77	6.48
Healthcare Services	0.17	1.27
Automobiles	1.23	7.07
Electrical Equipment	0.88	-
Auto Components	0.23	2.18
Cement & Cement Products	0.24	1.21
Ferrous Metals	0.18	0
Leisure Services	0.06	2.15
Personal Products	0.53	1.42
Industrial Products	0.32	-
Insurance	0.73	0.92
Beverages	0.2	1.1
Healthcare Equipment & Supplies	0.33	-
Oil	0.69	-
Power	3.79	3.53
IT - Services	0.53	-
Food Products	0.65	-
Aerospace & Defense	0.3	-
Chemicals & Petrochemicals	0.33	-
Capital Markets	1.85	0.8
Telecom - Services	0.97	1.52
Financial Technology (Fintech)	0.19	-
Transport Services	0.22	0.68
Retailing	1.2	2.66
Household Products	0.23	-
Commercial Services & Supplies	0.11	-
Printing & Publication	-	0.31
Gas	-	1.59
Entertainment	-	2.12
Diversified Metals	-	0
Metals & Minerals Trading	-	0
Consumable Fuels	-	0
Minerals & Mining	-	0
Transport Infrastructure	-	-0.02
Industrial Manufacturing	-	1.6