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

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	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	15.07%	11.44%
3 Year	17%	26.27%
5 Year	17%	36.2%

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