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
| 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 | Moderately High |
| Asset Size (Cr) | ₹1222 Cr | ₹905 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 | 2.12 | 2.16 |
| 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 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 1.35% | 1.43% |
| 6 Month | 5.63% | 5.84% |
| 1 Year | 17.7% | 17.37% |
| 3 Year | - | 13.66% |
| 5 Year | - | 11.96% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.82% | 14.62% |
| 3 Year | - | 17.42% |
| 5 Year | - | 15.02% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 22.51% | 11.36% |
| 3 Year | - | 10.69% |
| 5 Year | - | 10.78% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.81% |
| Beta | - | 1.01% |
| Alpha | - | 3.44% |
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| 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 |
| Fund Manage | 9 | 5 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 18.46 | 33.34 |
| Small Cap | 9.67 | 4.9 |
| Large Cap | 52.26 | 51.99 |
| Mid Cap | 6.65 | 9.77 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 18.46 | 33.34 |
| Realty | 0.2 | 0.97 |
| Petroleum Products | 3.55 | 4.97 |
| IT - Software | 5.36 | 11.39 |
| Pharmaceuticals & Biotechnology | 5.39 | 5.95 |
| Construction | 2.41 | 6.34 |
| Finance | 4.63 | 2.4 |
| Consumer Durables | 2.12 | 2.85 |
| Non - Ferrous Metals | 2.15 | - |
| Banks | 14.49 | 11.94 |
| Healthcare Services | 0.55 | 2.38 |
| Electrical Equipment | 1.72 | 2.2 |
| Auto Components | 0.45 | - |
| Cement & Cement Products | 0.66 | 0.71 |
| Ferrous Metals | 0.44 | - |
| Leisure Services | 0.16 | - |
| Personal Products | 1.13 | - |
| Industrial Products | 0.71 | 0.53 |
| Automobiles | 2.03 | 2.42 |
| Insurance | 1.51 | 0.9 |
| Beverages | 0.45 | 0.99 |
| Healthcare Equipment & Supplies | 0.65 | - |
| IT - Services | 0.82 | - |
| Food Products | 1.75 | - |
| Aerospace & Defense | 0.74 | 1.17 |
| Oil | 0.68 | - |
| Chemicals & Petrochemicals | 0.71 | - |
| Capital Markets | 3.82 | - |
| Telecom - Services | 1.88 | 1.93 |
| Financial Technology (Fintech) | 0.28 | - |
| Metals & Minerals Trading | 1.45 | - |
| Transport Services | 0.49 | 0.68 |
| Retailing | 2.78 | 3.46 |
| Household Products | 0.52 | - |
| Power | 1.69 | 1.77 |
| Commercial Services & Supplies | 0.21 | - |
| Fertilizers & Agrochemicals | - | 0.71 |
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