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 | Very High |
| Asset Size (Cr) | ₹1222 Cr | ₹60545 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 30 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 Index |
| Turn Over | 0.0% | 16% |
| Expense Ratio | 2.12 | 1.46 |
| Manager | Piyush Baranwal | Sharmila D'mello |
| ISIN Code | INF03VN01720 | INF109K01BH2 |
| 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 | ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | -2.66% | -1.16% |
| 6 Month | 0.87% | -0.1% |
| 1 Year | 12.98% | 10.23% |
| 3 Year | - | 11.47% |
| 5 Year | - | 12.28% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | - | 5.69% |
| 1 Year | 8.52% | 5.52% |
| 3 Year | - | 12.79% |
| 5 Year | - | 13.47% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 22.51% | 11.04% |
| 3 Year | - | 11.77% |
| 5 Year | - | 12.33% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 4.42% |
| Sharp | - | 0.9% |
| Beta | - | 0.64% |
| Alpha | - | 3.43% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 18.46 | 10.31 |
| Small Cap | 9.67 | 2.56 |
| Large Cap | 52.26 | 59.12 |
| Mid Cap | 6.65 | 8.3 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 18.46 | 10.31 |
| Realty | 0.2 | 0.08 |
| Petroleum Products | 3.55 | 2.6 |
| IT - Software | 5.36 | 6.18 |
| Pharmaceuticals & Biotechnology | 5.39 | 2.81 |
| Construction | 2.41 | 2.75 |
| Finance | 4.63 | 2.82 |
| Consumer Durables | 2.12 | 1.6 |
| Non - Ferrous Metals | 2.15 | 0.87 |
| Banks | 14.49 | 13.57 |
| Healthcare Services | 0.55 | 0.24 |
| Electrical Equipment | 1.72 | 0.11 |
| Auto Components | 0.45 | 2.3 |
| Cement & Cement Products | 0.66 | 1.69 |
| Ferrous Metals | 0.44 | 0.59 |
| Leisure Services | 0.16 | 0.26 |
| Personal Products | 1.13 | - |
| Industrial Products | 0.71 | 1.09 |
| Automobiles | 2.03 | 8.71 |
| Insurance | 1.51 | 1.75 |
| Beverages | 0.45 | 0.13 |
| Healthcare Equipment & Supplies | 0.65 | - |
| IT - Services | 0.82 | 0.12 |
| Food Products | 1.75 | 0.97 |
| Aerospace & Defense | 0.74 | - |
| Oil | 0.68 | 0.52 |
| Chemicals & Petrochemicals | 0.71 | 0.42 |
| Capital Markets | 3.82 | 1.19 |
| Telecom - Services | 1.88 | 1.53 |
| Financial Technology (Fintech) | 0.28 | - |
| Metals & Minerals Trading | 1.45 | - |
| Transport Services | 0.49 | 1.07 |
| Retailing | 2.78 | 3.44 |
| Household Products | 0.52 | - |
| Power | 1.69 | 2.35 |
| Commercial Services & Supplies | 0.21 | 0.12 |
| Diversified FMCG | - | 3.87 |
| Units of Real Estate Investment Trust (REITs) | - | 2.76 |
| Units of Infrastructure Investment Trusts | - | 0.3 |
| Fertilizers & Agrochemicals | - | 0.72 |
| Transport Infrastructure | - | 0.2 |
| Textiles & Apparels | - | 0.1 |
| Gas | - | 0.01 |
| Industrial Manufacturing | - | 0.14 |
Top Comparisons
Franklin India Smaller Companies Fund-Growth
3Y Returns21.17%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns21.79%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns29.27%
Quant Infrastructure Fund - Growth Option
3Y Returns20.11%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns19.01%
Quant Small Cap Fund-Growth
3Y Returns21.31%
Invesco India Largecap Fund - Growth
3Y Returns11.82%
LIC MF Large Cap Fund-Growth
3Y Returns8.3%