WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Axis Balanced Advantage Fund compare

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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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Axis Balanced Advantage Fund - Regular Plan - Growth

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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	Axis Balanced Advantage Fund - Regular Plan - Growth
Fund	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹1328 Cr	₹2652 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	10 Feb 2023	01 Aug 2017
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	0.0%	24%
Expense Ratio	2.09	2
Manager	Piyush Baranwal	Hardik Shah
ISIN Code	INF03VN01720	INF846K01A52
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	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-1.55%	-1.26%
6 Month	-2.62%	-2.24%
1 Year	9.19%	10.4%
3 Year	-	11.77%
5 Year	-	10.95%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	1.34%	2.68%
3 Year	-	13.84%
5 Year	-	12.75%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	22.23%	8.22%
3 Year	-	9.95%
5 Year	-	8.8%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	-	7.81%
Sharp	-	0.721%
Beta	-	-
Alpha	-	-

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Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Name	Piyush Baranwal	Hardik Shah
Total AUM	₹5379 Cr	₹0 Cr
Fund Manage	9	12
	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	18.46	18.35
Small Cap	9.67	6.52
Large Cap	52.26	53.62
Mid Cap	6.65	8.15

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	18.46	18.35
Realty	0.2	0.45
Petroleum Products	3.55	4.54
IT - Software	5.36	6.38
Pharmaceuticals & Biotechnology	5.39	4.91
Construction	2.41	2.97
Finance	4.63	4.42
Consumer Durables	2.12	0.22
Non - Ferrous Metals	2.15	0.77
Banks	14.49	14.48
Healthcare Services	0.55	1.63
Electrical Equipment	1.72	0.79
Auto Components	0.45	0.45
Cement & Cement Products	0.66	1.08
Ferrous Metals	0.44	0.19
Leisure Services	0.16	0.56
Personal Products	1.13	0.77
Industrial Products	0.71	0.71
Automobiles	2.03	5.31
Insurance	1.51	2.9
Beverages	0.45	0.53
Healthcare Equipment & Supplies	0.65	-
IT - Services	0.82	0.08
Food Products	1.75	0.04
Aerospace & Defense	0.74	0.99
Oil	0.68	0.54
Chemicals & Petrochemicals	0.71	1.32
Capital Markets	3.82	0.02
Telecom - Services	1.88	2.46
Financial Technology (Fintech)	0.28	-
Metals & Minerals Trading	1.45	-
Transport Services	0.49	0.03
Retailing	2.78	0.65
Household Products	0.52	0.73
Power	1.69	2.35
Commercial Services & Supplies	0.21	-
Diversified FMCG	-	0.66
Gas	-	0.14
Agricultural Food & other Products	-	0.64
Diversified Metals	-	0.46
Consumable Fuels	-	0.87
Fertilizers & Agrochemicals	-	0.8
Industrial Manufacturing	-	1.45