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
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 | Very High |
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 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.69% | 3.31% |
6 Month | -4.02% | -4.36% |
1 Year | 9.22% | 9.8% |
3 Year | - | 12.15% |
5 Year | - | 14.58% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.84% | -0.37% |
1 Year | 2.5% | 2.96% |
3 Year | - | 14.76% |
5 Year | - | 13.17% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 22.06% | 8.22% |
3 Year | - | 9.95% |
5 Year | - | 8.8% |
Risk Management
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 8.096% |
Sharp | - | 0.607% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 9 | 12 |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 34.38 | 34.05 |
Large Cap | 48.83 | 56.4 |
Small Cap | 9.41 | 4.04 |
Mid Cap | 7.39 | 5.5 |
Sector Allocation
Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 32.88 | 32.81 |
Basic Materials | 5.2 | 3.97 |
Energy | 5.05 | 7.7 |
Technology | 7.68 | 6.58 |
Industrials | 6.57 | 5.28 |
Financial Services | 22.84 | 21.88 |
Healthcare | 5.35 | 5.99 |
Consumer Cyclical | 7.91 | 7.77 |
Consumer Defensive | 1.86 | 2.51 |
Communication Services | 3.13 | 3.08 |
Real Estate | 0.31 | 0.43 |
Utilities | 1.23 | 1.99 |
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