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

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tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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tortoise-icon BANDHAN 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 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 Very High
Asset Size (Cr) ₹1328 Cr ₹2193 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 10 Feb 2023 10 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 2.09 2.04
Manager Piyush Baranwal Ritika Behera
ISIN Code INF03VN01720 INF194KA1UE8
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 Bandhan Balanced Advantage Fund - Regular Plan - 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 BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month 4.73% 4.21%
6 Month -3% -3.8%
1 Year 10.87% 7.96%
3 Year - 8.78%
5 Year - 14.18%

SIP Return Analysis

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month -0.84% -1.58%
1 Year 2.5% -0.29%
3 Year - 10.22%
5 Year - 9.74%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 22.06% 9.02%
3 Year - 8.54%
5 Year - 8.78%

Risk Management

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation - 7.606%
Sharp - 0.199%
Beta - -
Alpha - -

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Fund Managers

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
Funds Managed 9 19
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

Market Cap

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 34.38 16.93
Large Cap 48.83 63.97
Small Cap 9.41 11.1
Mid Cap 7.39 8

Sector Allocation

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 32.88 16.17
Basic Materials 5.2 6.1
Energy 5.05 3.15
Technology 7.68 12.95
Industrials 6.57 4.74
Financial Services 22.84 25.51
Healthcare 5.35 7.43
Consumer Cyclical 7.91 9.51
Consumer Defensive 1.86 6.86
Communication Services 3.13 4.98
Real Estate 0.31 1.46
Utilities 1.23 1.15

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