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

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tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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

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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 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) ₹1328 Cr ₹4078 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 10 Feb 2023 13 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 2.09 1.89
Manager Piyush Baranwal Miten Vora
ISIN Code INF03VN01720 INF955L01HC4
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 3.69% 4.97%
6 Month -4.02% -6.54%
1 Year 9.22% 4.87%
3 Year - 11.09%
5 Year - 18.39%

SIP Return Analysis

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month -0.84% -2%
1 Year 2.5% -1.99%
3 Year - 12.59%
5 Year - 12.93%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 22.06% 15.87%
3 Year - 14.5%
5 Year - 15.77%

Risk Management

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation - 10.009%
Sharp - 0.418%
Beta - -
Alpha - -

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Fund Managers

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
Funds Managed 9 6
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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

Others 34.38 31.15
Large Cap 48.83 42.99
Small Cap 9.41 11.21
Mid Cap 7.39 14.66

Sector Allocation

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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

Others 32.88 26.01
Basic Materials 5.2 0.99
Energy 5.05 7.58
Technology 7.68 7.73
Industrials 6.57 12.94
Financial Services 22.84 22.52
Healthcare 5.35 6.54
Consumer Cyclical 7.91 6.34
Consumer Defensive 1.86 2.53
Communication Services 3.13 3.73
Real Estate 0.31 -
Utilities 1.23 3.08

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