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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
Chart Comparison
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 Risk | Very High Risk |
| 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 | -1.55% | -2.9% |
| 6 Month | -2.62% | -5.83% |
| 1 Year | 9.19% | 5.14% |
| 3 Year | - | 11.35% |
| 5 Year | - | 13.9% |
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 | - | 6.05% |
| 1 Year | 1.34% | -4.04% |
| 3 Year | - | 11.29% |
| 5 Year | - | 12.58% |
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 | 22.23% | 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 | - | 9.305% |
| Sharp | - | 0.603% |
| 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 |
| Fund Manage | 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 | 18.46 | 35.61 |
| Small Cap | 9.67 | 16.17 |
| Large Cap | 52.26 | 44.53 |
| Mid Cap | 6.65 | 12.78 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 18.46 | 35.61 |
| Realty | 0.2 | 1.37 |
| Petroleum Products | 3.55 | 6.14 |
| IT - Software | 5.36 | 5.94 |
| Pharmaceuticals & Biotechnology | 5.39 | 4.13 |
| Construction | 2.41 | 5.79 |
| Finance | 4.63 | 2.11 |
| Consumer Durables | 2.12 | 1.35 |
| Non - Ferrous Metals | 2.15 | 0.35 |
| Banks | 14.49 | 13.81 |
| Healthcare Services | 0.55 | 0.75 |
| Electrical Equipment | 1.72 | 3.08 |
| Auto Components | 0.45 | 1.8 |
| Cement & Cement Products | 0.66 | - |
| Ferrous Metals | 0.44 | - |
| Leisure Services | 0.16 | 0.24 |
| Personal Products | 1.13 | 0.55 |
| Industrial Products | 0.71 | 1.67 |
| Automobiles | 2.03 | 0.91 |
| Insurance | 1.51 | - |
| Beverages | 0.45 | 0.87 |
| Healthcare Equipment & Supplies | 0.65 | - |
| IT - Services | 0.82 | 0.49 |
| Food Products | 1.75 | 0.27 |
| Aerospace & Defense | 0.74 | 2.03 |
| Oil | 0.68 | 0.57 |
| Chemicals & Petrochemicals | 0.71 | 0.52 |
| Capital Markets | 3.82 | 1.03 |
| Telecom - Services | 1.88 | 1.96 |
| Financial Technology (Fintech) | 0.28 | 1.64 |
| Metals & Minerals Trading | 1.45 | - |
| Transport Services | 0.49 | 0.54 |
| Retailing | 2.78 | 4.12 |
| Household Products | 0.52 | 0.54 |
| Power | 1.69 | 5.63 |
| Commercial Services & Supplies | 0.21 | - |
| Industrial Manufacturing | - | 2.25 |
| Diversified FMCG | - | 0.17 |
| Miscellaneous | - | 0.86 |
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