WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹1044 Cr | ₹2265 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Feb 2023 | 05 Oct 2014 |
| 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 | 1.94 |
| Manager | Piyush Baranwal | Ritika Behera |
| ISIN Code | INF03VN01720 | INF194KA1UE8 |
| 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 1 year./365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 2.05% | 1.53% |
| 6 Month | 13.17% | 11.93% |
| 1 Year | 24.92% | 21.27% |
| 3 Year | - | 9.75% |
| 5 Year | - | 12.4% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.16% | 8.96% |
| 3 Year | 14.88% | 19.58% |
| 5 Year | 14.88% | 33.63% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 22.68% | 8.82% |
| 3 Year | - | 8.52% |
| 5 Year | - | 8.43% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | - | 6.89% |
| Sharp | - | 0.48% |
| Beta | - | 0.84% |
| Alpha | - | -0.51% |
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| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Name | Piyush Baranwal | Ritika Behera |
| Total AUM | ₹5379 Cr | ₹43013 Cr |
| Fund Manage | 9 | 19 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 35.73 | -16.01 |
| Large Cap | 49.34 | 62.25 |
| Mid Cap | 4.52 | 9.03 |
| Small Cap | 10.42 | 6.73 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 19.17 | -16.88 |
| Financial | 28.07 | - |
| Insurance | 0.91 | 1.18 |
| Materials | 1.78 | - |
| Healthcare | 4.27 | - |
| Communication | 1.43 | - |
| Technology | 4.28 | - |
| Energy | 2.98 | - |
| Construction | 2.31 | 2.72 |
| Metals & Mining | 1.71 | - |
| Sovereign | 12.93 | - |
| Services | 6.12 | - |
| Automobile | 2.12 | - |
| Capital Goods | 5.24 | - |
| Consumer Staples | 4.03 | - |
| Consumer Discretionary | 1.66 | - |
| Chemicals | 0.63 | - |
| Textiles | 0.37 | - |
| Automobiles | - | 5.83 |
| Telecom - Services | - | 4.16 |
| Petroleum Products | - | 4.12 |
| IT - Software | - | 7.54 |
| Cement & Cement Products | - | 1.18 |
| Ferrous Metals | - | 1.22 |
| Finance | - | 9.41 |
| Retailing | - | 3.56 |
| Diversified FMCG | - | 2.62 |
| Non - Ferrous Metals | - | 0.55 |
| Banks | - | 13.15 |
| Pharmaceuticals & Biotechnology | - | 3.1 |
| Auto Components | - | 1.38 |
| Industrial Manufacturing | - | 0.36 |
| Electrical Equipment | - | 2.31 |
| Personal Products | - | 2.31 |
| Transport Services | - | 0.55 |
| Gas | - | 0.58 |
| Beverages | - | 1.93 |
| Oil | - | 0.56 |
| Entertainment | - | 0.4 |
| Aerospace & Defense | - | 0.63 |
| Realty | - | 1.7 |
| Consumer Durables | - | 0.67 |
| Minerals & Mining | - | 0.76 |
| Food Products | - | 0.39 |
| Fertilizers & Agrochemicals | - | 0.4 |
| Chemicals & Petrochemicals | - | 0.29 |
| Power | - | 1.66 |
| Leisure Services | - | 0.36 |
| Healthcare Services | - | 0.77 |
| Financial Technology (Fintech) | - | 0.53 |
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