WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs ICICI Prudential Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
ICICI Prudential Balanced Advantage Fund - Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹1044 Cr | ₹58543 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 01 Dec 2006 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 0.0% | 16% |
| Expense Ratio | 2.16 | 1.47 |
| Manager | Piyush Baranwal | Sharmila D'mello |
| ISIN Code | INF03VN01720 | INF109K01BH2 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | 2.05% | 2.19% |
| 6 Month | 13.17% | 11.67% |
| 1 Year | 24.92% | 21.74% |
| 3 Year | - | 13.66% |
| 5 Year | - | 15.13% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.16% | 9.74% |
| 3 Year | 14.88% | 24.56% |
| 5 Year | 14.88% | 44.49% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 15.07% | 14.04% |
| 3 Year | 17% | 34.6% |
| 5 Year | 17% | 46.27% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 4.42% |
| Sharp | - | 1.36% |
| Beta | - | 0.61% |
| Alpha | - | 4.51% |
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| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Sharmila D'mello |
| Total AUM | ₹5379 Cr | ₹354743 Cr |
| Fund Manage | 9 | 35 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 35.73 | 20.3 |
| Large Cap | 49.34 | 53.94 |
| Mid Cap | 4.52 | 4.87 |
| Small Cap | 10.42 | 0.42 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 19.17 | 17.86 |
| Financial | 28.07 | 12.79 |
| Insurance | 0.91 | 0.12 |
| Materials | 1.78 | 1.78 |
| Healthcare | 4.27 | 2.52 |
| Communication | 1.43 | 2.98 |
| Technology | 4.28 | 4.16 |
| Energy | 2.98 | 4.88 |
| Construction | 2.31 | 2.71 |
| Metals & Mining | 1.71 | 0.4 |
| Sovereign | 12.93 | 12.61 |
| Services | 6.12 | 0.29 |
| Automobile | 2.12 | 10.24 |
| Capital Goods | 5.24 | 0.8 |
| Consumer Staples | 4.03 | 3.44 |
| Consumer Discretionary | 1.66 | 0.71 |
| Chemicals | 0.63 | 1.24 |
| Textiles | 0.37 | - |
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