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) | ₹1222 Cr | ₹2547 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 | 2.12 | 2.01 |
| 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 | 2.11% | 1.2% |
| 6 Month | 5.85% | 5.36% |
| 1 Year | 17.35% | 18.86% |
| 3 Year | - | 12.26% |
| 5 Year | - | 12.28% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.82% | 14.35% |
| 3 Year | - | 17.2% |
| 5 Year | - | 14.68% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns18.16%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns17.24%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns8.1%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns9.58%
Nippon India Gilt Securities Fund -Growth Plan - Growth Option
3Y Returns5.48%
HSBC Gilt Fund - Regular Growth
3Y Returns5%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns0%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns22.12%