WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Invesco India Dynamic Equity Fund compare

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Invest Now

Invesco India Dynamic Equity Fund - Growth

Invest Now

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	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	-2.31%	-3.89%
6 Month	0.27%	-0.77%
1 Year	13.31%	11.22%
3 Year	-	11.41%
5 Year	-	11.39%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-
1 Year	11.14%	10.16%
3 Year	-	16.35%
5 Year	-	14.41%

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	-	0.74%
Beta	-	1%
Alpha	-	3.82%

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

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