WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Edelweiss Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1044 Cr | ₹11715 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 2.16 | 1.7 |
| Manager | Piyush Baranwal | Rahul Dedhia |
| ISIN Code | INF03VN01720 | INF754K01285 |
| 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 90 days./365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.05% | 1.64% |
| 6 Month | 13.17% | 12.89% |
| 1 Year | 24.92% | 27.65% |
| 3 Year | - | 13.4% |
| 5 Year | - | 16.98% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.16% | 11.59% |
| 3 Year | 14.88% | 26.05% |
| 5 Year | 14.88% | 48.37% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.07% | 15.85% |
| 3 Year | 17% | 37.08% |
| 5 Year | 17% | 51.45% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.27% |
| Sharp | - | 0.93% |
| Beta | - | 0.95% |
| Alpha | - | 2.64% |
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| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Rahul Dedhia |
| Total AUM | ₹5379 Cr | ₹31988 Cr |
| Fund Manage | 9 | 10 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.73 | 21.37 |
| Large Cap | 49.34 | 56.06 |
| Mid Cap | 4.52 | 9.03 |
| Small Cap | 10.42 | 3.01 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.17 | 17.38 |
| Financial | 28.07 | 24.14 |
| Insurance | 0.91 | 0.35 |
| Materials | 1.78 | 2.32 |
| Healthcare | 4.27 | 3.69 |
| Communication | 1.43 | 2.95 |
| Technology | 4.28 | 4.66 |
| Energy | 2.98 | 9.3 |
| Construction | 2.31 | 3.56 |
| Metals & Mining | 1.71 | 2.56 |
| Sovereign | 12.93 | 2.27 |
| Services | 6.12 | 2.94 |
| Automobile | 2.12 | 6.09 |
| Capital Goods | 5.24 | 2.16 |
| Consumer Staples | 4.03 | 3.96 |
| Consumer Discretionary | 1.66 | - |
| Chemicals | 0.63 | 0.82 |
| Textiles | 0.37 | 0.32 |
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