- 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) | ₹1328 Cr | ₹935 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 | 4.97% | 3.29% |
| 6 Month | -0.04% | -3.45% |
| 1 Year | 12.5% | 7.05% |
| 3 Year | - | 11.67% |
| 5 Year | - | 14.47% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 2.12% | -0.94% |
| 1 Year | 5.87% | -1.58% |
| 3 Year | - | 12.17% |
| 5 Year | - | 11.72% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 22.06% | 11.45% |
| 3 Year | - | 10.8% |
| 5 Year | - | 10.87% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.5% |
| Beta | - | 1.04% |
| Alpha | - | 1.87% |
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 | 38.08 |
| Large Cap | 48.83 | 51.65 |
| Small Cap | 9.41 | 2.02 |
| Mid Cap | 7.39 | 8.26 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 32.88 | 35.78 |
| Basic Materials | 5.2 | 1.67 |
| Energy | 5.05 | 4.41 |
| Technology | 7.68 | 10.19 |
| Industrials | 6.57 | 8.83 |
| Financial Services | 22.84 | 15.2 |
| Healthcare | 5.35 | 8.82 |
| Consumer Cyclical | 7.91 | 8.67 |
| Consumer Defensive | 1.86 | 1.99 |
| Communication Services | 3.13 | 2.29 |
| Real Estate | 0.31 | 0.84 |
| Utilities | 1.23 | 1.31 |
Top Comparisons
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.31%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns6.88%
Nippon India Vision Fund-Growth Plan-Growth Option
3Y Returns18.24%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns19.37%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.46%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns9.81%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns6.7%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.2%
