Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs ICICI Prudential Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Invest Now

tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹1328 Cr ₹60347 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 2.09 1.48
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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth ICICI Prudential Balanced Advantage Fund - Growth
1 Month 4.73% 3.4%
6 Month -3% -2.9%
1 Year 10.87% 7.62%
3 Year - 11.86%
5 Year - 17.8%

SIP Return Analysis

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth ICICI Prudential Balanced Advantage Fund - Growth
6 Month -0.84% 0.2%
1 Year 2.5% 2.25%
3 Year - 11.86%
5 Year - 12.65%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth ICICI Prudential Balanced Advantage Fund - Growth
1 Year 22.06% 11.05%
3 Year - 11.77%
5 Year - 12.39%

Risk Management

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth ICICI Prudential Balanced Advantage Fund - Growth
Standard Deviation - 4.42%
Sharp - 0.8%
Beta - 0.68%
Alpha - 2.59%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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
Funds Managed 9 35
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth ICICI Prudential Balanced Advantage Fund - Growth

Market Cap

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

ICICI Prudential Balanced Advantage Fund - Growth

Others 34.38 46.98
Large Cap 48.83 59.86
Small Cap 9.41 1
Mid Cap 7.39 5.83

Sector Allocation

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

ICICI Prudential Balanced Advantage Fund - Growth

Others 32.88 46.79
Basic Materials 5.2 4.88
Energy 5.05 3.9
Technology 7.68 6.62
Industrials 6.57 5.37
Financial Services 22.84 19.48
Healthcare 5.35 2.82
Consumer Cyclical 7.91 14.25
Consumer Defensive 1.86 5.15
Communication Services 3.13 2.33
Real Estate 0.31 0.09
Utilities 1.23 2

Top Comparisons

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns6.18%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns6.18%

Compare Now

Nippon India Banking  & PSU Debt Fund- Growth Plan- Growth Option Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

3Y Returns6.4%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns6.56%

Compare Now

PGIM India Money Market Fund - Regular Plan - Growth Option PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns6.59%

VS

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns6.49%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns21.37%

VS

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns28.18%

Compare Now
Add to Cart Successfully