- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
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 | High |
| Asset Size (Cr) | ₹1328 Cr | ₹7239 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 23 May 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 | 2.09 | 1.8 |
| Manager | Piyush Baranwal | Lovelish Solanki |
| ISIN Code | INF03VN01720 | INF084M01AB8 |
| 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 | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./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 | 4.73% | 5.34% |
| 6 Month | -3% | -4.29% |
| 1 Year | 10.87% | 10.24% |
| 3 Year | - | 11.72% |
| 5 Year | - | 16.95% |
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 | -0.84% | 0.31% |
| 1 Year | 2.5% | 2.16% |
| 3 Year | - | 12.26% |
| 5 Year | - | 12.19% |
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 | 22.06% | 11.38% |
| 3 Year | - | 11.47% |
| 5 Year | - | 11.16% |
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 | - | 0.49% |
| Beta | - | 0.94% |
| Alpha | - | 1.14% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 34.38 | 35.45 |
| Large Cap | 48.83 | 46.21 |
| Small Cap | 9.41 | 4.27 |
| Mid Cap | 7.39 | 14.07 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.88 | 30.05 |
| Basic Materials | 5.2 | 6.73 |
| Energy | 5.05 | 6.22 |
| Technology | 7.68 | 6.36 |
| Industrials | 6.57 | 9.12 |
| Financial Services | 22.84 | 19.46 |
| Healthcare | 5.35 | 4.44 |
| Consumer Cyclical | 7.91 | 6.79 |
| Consumer Defensive | 1.86 | 4.34 |
| Communication Services | 3.13 | 1.9 |
| Real Estate | 0.31 | 2.03 |
| Utilities | 1.23 | 2.55 |
Top Comparisons
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns15.8%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns16.67%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns17.05%
Axis Equity ETFs FOF - Regular Plan - Growth Option
3Y Returns10.75%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.57%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns6.66%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.74%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.71%
