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) | ₹1222 Cr | ₹12306 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 | 2.12 | 1.69 |
| Manager | Piyush Baranwal | Rahul Dedhia |
| ISIN Code | INF03VN01720 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.11% | 1.07% |
| 6 Month | 5.85% | 1.59% |
| 1 Year | 17.35% | 14.01% |
| 3 Year | - | 11.43% |
| 5 Year | - | 14.81% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.82% | 7.7% |
| 3 Year | - | 14.3% |
| 5 Year | - | 14.39% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.74% | 9.63% |
| 3 Year | - | 11.61% |
| 5 Year | - | 11.18% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.27% |
| Sharp | - | 0.8% |
| Beta | - | 0.25% |
| Alpha | - | 3.73% |
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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 | 18.46 | 21.37 |
| Small Cap | 9.67 | 3.01 |
| Large Cap | 52.26 | 56.06 |
| Mid Cap | 6.65 | 9.03 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 18.46 | 17.38 |
| Realty | 0.2 | - |
| Petroleum Products | 3.55 | - |
| IT - Software | 5.36 | - |
| Pharmaceuticals & Biotechnology | 5.39 | - |
| Construction | 2.41 | 3.56 |
| Finance | 4.63 | - |
| Consumer Durables | 2.12 | - |
| Non - Ferrous Metals | 2.15 | - |
| Banks | 14.49 | - |
| Healthcare Services | 0.55 | - |
| Electrical Equipment | 1.72 | - |
| Auto Components | 0.45 | - |
| Cement & Cement Products | 0.66 | - |
| Ferrous Metals | 0.44 | - |
| Leisure Services | 0.16 | - |
| Personal Products | 1.13 | - |
| Industrial Products | 0.71 | - |
| Automobiles | 2.03 | - |
| Insurance | 1.51 | 0.35 |
| Beverages | 0.45 | - |
| Healthcare Equipment & Supplies | 0.65 | - |
| IT - Services | 0.82 | - |
| Food Products | 1.75 | - |
| Aerospace & Defense | 0.74 | - |
| Oil | 0.68 | - |
| Chemicals & Petrochemicals | 0.71 | - |
| Capital Markets | 3.82 | - |
| Telecom - Services | 1.88 | - |
| Financial Technology (Fintech) | 0.28 | - |
| Metals & Minerals Trading | 1.45 | - |
| Transport Services | 0.49 | - |
| Retailing | 2.78 | - |
| Household Products | 0.52 | - |
| Power | 1.69 | - |
| Commercial Services & Supplies | 0.21 | - |
| Energy | - | 9.3 |
| Automobile | - | 6.09 |
| Textiles | - | 0.32 |
| Healthcare | - | 3.69 |
| Financial | - | 24.14 |
| Technology | - | 4.66 |
| Metals & Mining | - | 2.56 |
| Capital Goods | - | 2.16 |
| Materials | - | 2.32 |
| Services | - | 2.94 |
| Sovereign | - | 2.27 |
| Consumer Staples | - | 3.96 |
| Chemicals | - | 0.82 |
| Communication | - | 2.95 |
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