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 | Very High |
| Asset Size (Cr) | ₹1222 Cr | ₹2268 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 | 2.12 | 2.01 |
| 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 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 2.11% | 2.15% |
| 6 Month | 5.85% | 4.64% |
| 1 Year | 17.35% | 15.06% |
| 3 Year | - | 9.26% |
| 5 Year | - | 10.97% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.82% | 12.47% |
| 3 Year | - | 13.46% |
| 5 Year | - | 12.1% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 22.74% | 8.89% |
| 3 Year | - | 8.51% |
| 5 Year | - | 8.42% |
| 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 | 18.46 | -21.01 |
| Small Cap | 9.67 | 8.27 |
| Large Cap | 52.26 | 64.36 |
| Mid Cap | 6.65 | 9.73 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 18.46 | -21.01 |
| Realty | 0.2 | 1.43 |
| Petroleum Products | 3.55 | 3.2 |
| IT - Software | 5.36 | 9.6 |
| Pharmaceuticals & Biotechnology | 5.39 | 4.45 |
| Construction | 2.41 | 2.69 |
| Finance | 4.63 | 8.63 |
| Consumer Durables | 2.12 | 0.64 |
| Non - Ferrous Metals | 2.15 | - |
| Banks | 14.49 | 14.55 |
| Healthcare Services | 0.55 | 2.19 |
| Electrical Equipment | 1.72 | 1.73 |
| Auto Components | 0.45 | 1.27 |
| Cement & Cement Products | 0.66 | 1.03 |
| Ferrous Metals | 0.44 | 0.85 |
| Leisure Services | 0.16 | 0.37 |
| Personal Products | 1.13 | 1.39 |
| Industrial Products | 0.71 | - |
| Automobiles | 2.03 | 4.93 |
| Insurance | 1.51 | 1.42 |
| Beverages | 0.45 | 2.55 |
| Healthcare Equipment & Supplies | 0.65 | - |
| IT - Services | 0.82 | - |
| Food Products | 1.75 | 0.11 |
| Aerospace & Defense | 0.74 | 0.59 |
| Oil | 0.68 | 0.29 |
| Chemicals & Petrochemicals | 0.71 | 0.37 |
| Capital Markets | 3.82 | 0.92 |
| Telecom - Services | 1.88 | 3.83 |
| Financial Technology (Fintech) | 0.28 | 1.02 |
| Metals & Minerals Trading | 1.45 | - |
| Transport Services | 0.49 | 0.78 |
| Retailing | 2.78 | 4.71 |
| Household Products | 0.52 | - |
| Power | 1.69 | 1.74 |
| Commercial Services & Supplies | 0.21 | - |
| Diversified FMCG | - | 2.42 |
| Industrial Manufacturing | - | 0.37 |
| Gas | - | 0.53 |
| Diversified Metals | - | 1.19 |
| Entertainment | - | 0.1 |
| Fertilizers & Agrochemicals | - | 0.47 |
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