WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Axis Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹1044 Cr | ₹2323 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 07 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 | 2.16 | 2.03 |
| Manager | Piyush Baranwal | Hardik Shah |
| ISIN Code | INF03VN01720 | INF846K01A52 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.3% | -2.29% |
| 6 Month | 7.28% | 8.69% |
| 1 Year | 20.01% | 25.2% |
| 3 Year | - | 11.23% |
| 5 Year | - | 12.17% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.42% | 20.18% |
| 3 Year | - | 18.08% |
| 5 Year | - | 15.14% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.74% | 7.63% |
| 3 Year | - | 9.65% |
| 5 Year | - | 8.02% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.39% |
| Sharp | - | 0.89% |
| Beta | - | 0.98% |
| Alpha | - | 2.31% |
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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 | 35.73 | 35.88 |
| Large Cap | 49.34 | 51.36 |
| Mid Cap | 4.52 | 7.43 |
| Small Cap | 10.42 | 5.34 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.17 | 9.94 |
| Financial | 28.07 | 28.95 |
| Insurance | 0.91 | 2.43 |
| Materials | 1.78 | 1.96 |
| Healthcare | 4.27 | 5.51 |
| Communication | 1.43 | 4.05 |
| Technology | 4.28 | 4.95 |
| Energy | 2.98 | 7.6 |
| Construction | 2.31 | 3.68 |
| Metals & Mining | 1.71 | 1.01 |
| Sovereign | 12.93 | 11.61 |
| Services | 6.12 | 1.28 |
| Automobile | 2.12 | 6.85 |
| Capital Goods | 5.24 | 4.12 |
| Consumer Staples | 4.03 | 3.53 |
| Consumer Discretionary | 1.66 | - |
| Chemicals | 0.63 | 2.54 |
| Textiles | 0.37 | - |
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