WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Baroda BNP Paribas Balanced Advantage Fund compare

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Overview

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1044 Cr	₹3969 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹1000
Launch Date	10 Feb 2023	04 Nov 2018
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%	173%
Expense Ratio	2.16	1.88
Manager	Piyush Baranwal	Miten Vora
ISIN Code	INF03VN01720	INF955L01HC4
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	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	2.05%	1.5%
6 Month	13.17%	12.26%
1 Year	24.92%	27.11%
3 Year	-	14.58%
5 Year	-	17.45%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-	6.05%
1 Year	10.16%	10.7%
3 Year	14.88%	10.7%
5 Year	14.88%	10.7%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	15.07%	16.71%
3 Year	17%	39.46%
5 Year	17%	54.94%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	-	8.78%
Sharp	-	0.89%
Beta	-	1.12%
Alpha	-	2.8%

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Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name	Piyush Baranwal	Miten Vora
Total AUM	₹5379 Cr	₹6478 Cr
Fund Manage	9	6
	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	35.73	11.57
Large Cap	49.34	48.87
Mid Cap	4.52	12.12
Small Cap	10.42	6.47

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	19.17	8.39
Financial	28.07	-
Insurance	0.91	-
Materials	1.78	-
Healthcare	4.27	-
Communication	1.43	-
Technology	4.28	-
Energy	2.98	-
Construction	2.31	5.05
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	-
Petroleum Products	-	5.61
IT - Software	-	4.09
Industrial Manufacturing	-	1.21
Banks	-	18.22
Pharmaceuticals & Biotechnology	-	3.69
Non - Ferrous Metals	-	0.03
Electrical Equipment	-	1.87
Realty	-	1.28
Transport Services	-	1.18
Capital Markets	-	1.56
Finance	-	1.92
Telecom - Services	-	3.28
Automobiles	-	2
Consumer Durables	-	2.27
Retailing	-	2.82
Power	-	4.49
Ferrous Metals	-	1.83
Food Products	-	0.9
Aerospace & Defense	-	2.12
Oil	-	0.91
Industrial Products	-	1.92
Auto Components	-	0.34
Financial Technology (Fintech)	-	0.53
Leisure Services	-	0.15
Healthcare Services	-	0.69
Beverages	-	0.68