WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Aditya Birla Sun Life Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1044 Cr | ₹7267 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 25 Apr 2000 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 0.0% | 240% |
| Expense Ratio | 2.16 | 1.79 |
| Manager | Piyush Baranwal | Lovelish Solanki |
| ISIN Code | INF03VN01720 | INF084M01AB8 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 0.25%, if redeemed within 7 days./365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.05% | -3.51% |
| 6 Month | 13.17% | 8.05% |
| 1 Year | 24.92% | 22.93% |
| 3 Year | - | 10.95% |
| 5 Year | - | 12.82% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.16% | 10.37% |
| 3 Year | 14.88% | 23.8% |
| 5 Year | 14.88% | 42.23% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.68% | 11.38% |
| 3 Year | - | 11.51% |
| 5 Year | - | 11.06% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 6.2% |
| Sharp | - | 0.81% |
| Beta | - | 0.23% |
| Alpha | - | 3.36% |
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| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Lovelish Solanki |
| Total AUM | ₹5379 Cr | ₹14756 Cr |
| Fund Manage | 9 | 2 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.73 | 23.54 |
| Large Cap | 49.34 | 47.16 |
| Mid Cap | 4.52 | 7.19 |
| Small Cap | 10.42 | 3.17 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.17 | 18.04 |
| Financial | 28.07 | 19.29 |
| Insurance | 0.91 | - |
| Materials | 1.78 | 2.42 |
| Healthcare | 4.27 | 2.88 |
| Communication | 1.43 | 4.11 |
| Technology | 4.28 | 4.01 |
| Energy | 2.98 | 6.43 |
| Construction | 2.31 | 2.06 |
| Metals & Mining | 1.71 | 1.68 |
| Sovereign | 12.93 | 6.39 |
| Services | 6.12 | 0.28 |
| Automobile | 2.12 | 4.27 |
| Capital Goods | 5.24 | 1.95 |
| Consumer Staples | 4.03 | 5.1 |
| Consumer Discretionary | 1.66 | 1.45 |
| Chemicals | 0.63 | 0.25 |
| Textiles | 0.37 | - |
| Diversified | - | 0.45 |
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