WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Aditya Birla Sun Life Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
1 Month -2.3% -2.98%
6 Month 7.28% 6.27%
1 Year 20.01% 18.99%
3 Year - 10.52%
5 Year - 12.46%

SIP Return Analysis

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 17.42% 14.17%
3 Year - 14.84%
5 Year - 14.06%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 22.74% 11.31%
3 Year - 11.5%
5 Year - 11.04%

Risk Management

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 - 0.6%
Beta - 0.92%
Alpha - 2.01%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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

Top Comparisons

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns9.69%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns5.01%

Compare Now

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns16.01%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns13.32%

Compare Now

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns5.89%

Compare Now

ICICI Prudential Constant Maturity Gilt Fund - Growth ICICI Prudential Constant Maturity Gilt Fund - Growth

3Y Returns5.51%

VS

SBI Magnum Constant Maturity Fund - Regular Plan - Growth SBI Magnum Constant Maturity Fund - Regular Plan - Growth

3Y Returns5.49%

Compare Now
Request call back
Add to Cart Successfully