- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Invesco India Dynamic Equity Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1566 Cr | ₹978 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Feb 2023 | 04 Oct 2007 |
| 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% | 173% |
| Expense Ratio | 2.09 | 2.15 |
| Manager | Piyush Baranwal | Amit Ganatra |
| ISIN Code | INF03VN01720 | INF205K01213 |
| 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 | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 2.01% | 2.8% |
| 6 Month | 3.73% | 0.82% |
| 1 Year | 10.06% | 6.89% |
| 3 Year | - | 16.53% |
| 5 Year | - | 13.85% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 7.18% | 6.45% |
| 1 Year | 13.47% | 9.19% |
| 3 Year | - | 14.58% |
| 5 Year | - | 13.14% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 21.55% | 11.29% |
| 3 Year | - | 10.91% |
| 5 Year | - | 10.92% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.94% |
| Beta | - | 1.05% |
| Alpha | - | 1.14% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Amit Ganatra |
| Total AUM | ₹5379 Cr | ₹23585 Cr |
| Funds Managed | 9 | 5 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 34.38 | 31.98 |
| Large Cap | 48.83 | 57.4 |
| Small Cap | 9.41 | 1.75 |
| Mid Cap | 7.39 | 8.87 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 32.88 | 31.98 |
| Basic Materials | 5.2 | - |
| Energy | 5.05 | - |
| Technology | 7.68 | - |
| Industrials | 6.57 | - |
| Financial Services | 22.84 | - |
| Healthcare | 5.35 | - |
| Consumer Cyclical | 7.91 | - |
| Consumer Defensive | 1.86 | - |
| Communication Services | 3.13 | - |
| Real Estate | 0.31 | - |
| Utilities | 1.23 | - |
| Telecom - Services | - | 2.76 |
| Petroleum Products | - | 4.92 |
| IT - Software | - | 8.8 |
| Construction | - | 5.98 |
| Healthcare Services | - | 2.31 |
| Other Utilities | - | 0.1 |
| Non - Ferrous Metals | - | 0.79 |
| Banks | - | 12.12 |
| Pharmaceuticals & Biotechnology | - | 7.23 |
| Cement & Cement Products | - | 1.04 |
| Power | - | 1.18 |
| Automobiles | - | 4.01 |
| Commercial Services & Supplies | - | 0.71 |
| Finance | - | 1.96 |
| Insurance | - | 2.01 |
| Beverages | - | 1.33 |
| Food Products | - | 1.27 |
| Aerospace & Defense | - | 1.21 |
| Consumer Durables | - | 2.66 |
| Retailing | - | 3.86 |
| Realty | - | 0.89 |
| Transport Services | - | 0.88 |
Top Comparisons
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7.02%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.89%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns22.1%
Axis Quant Fund - Regular Plan - Growth
3Y Returns19.15%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.91%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.91%
Kotak Bond Fund (G)
3Y Returns7.69%
Kotak Bond Fund - Regular Plan Growth
3Y Returns7.69%
