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 | Very High |
| Asset Size (Cr) | ₹1044 Cr | ₹770 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 | 2.16 | 2.2 |
| Manager | Piyush Baranwal | Amit Ganatra |
| ISIN Code | INF03VN01720 | INF205K01213 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 2.05% | 2.54% |
| 6 Month | 13.17% | 14.72% |
| 1 Year | 24.92% | 25.87% |
| 3 Year | - | 12.74% |
| 5 Year | - | 13.71% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.16% | 10.82% |
| 3 Year | 14.88% | 25.99% |
| 5 Year | 14.88% | 41.3% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 15.07% | 12.53% |
| 3 Year | 17% | 31.95% |
| 5 Year | 17% | 44.68% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.76% |
| Beta | - | 1.03% |
| Alpha | - | 2.54% |
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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 | 35.73 | 37.61 |
| Large Cap | 49.34 | 52.05 |
| Mid Cap | 4.52 | 5.82 |
| Small Cap | 10.42 | 4.52 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 19.17 | 19.86 |
| Financial | 28.07 | 15.61 |
| Insurance | 0.91 | 0.95 |
| Materials | 1.78 | 1.87 |
| Healthcare | 4.27 | 7.72 |
| Communication | 1.43 | 1.74 |
| Technology | 4.28 | 4.63 |
| Energy | 2.98 | 3.18 |
| Construction | 2.31 | 1.02 |
| Metals & Mining | 1.71 | 1.63 |
| Sovereign | 12.93 | 6.8 |
| Services | 6.12 | 5.46 |
| Automobile | 2.12 | 3.24 |
| Capital Goods | 5.24 | 7.14 |
| Consumer Staples | 4.03 | 1.27 |
| Consumer Discretionary | 1.66 | 2.14 |
| Chemicals | 0.63 | - |
| Textiles | 0.37 | - |
| Unclassified | - | 15.74 |
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