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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) | ₹1812 Cr | ₹1045 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 | 1.04% | 1.03% |
| 6 Month | 11.05% | 9.46% |
| 1 Year | 4.91% | 1.52% |
| 3 Year | - | 12.45% |
| 5 Year | - | 12.87% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 2.91% | 2.79% |
| 1 Year | 10.82% | 7.46% |
| 3 Year | - | 12.15% |
| 5 Year | - | 11.75% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 20.73% | 11.13% |
| 3 Year | - | 10.96% |
| 5 Year | - | 11% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.84% |
| Beta | - | 0.08% |
| Alpha | - | 6.16% |
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 | 38.85 | 43.89 |
| Large Cap | 45.87 | 47.28 |
| Small Cap | 8.83 | 1.74 |
| Mid Cap | 6.45 | 7.09 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 35.51 | 38.72 |
| Communication Services | 4.42 | 2.63 |
| Energy | 2.54 | 4.54 |
| Technology | 6.29 | 9.3 |
| Basic Materials | 2.84 | 1.78 |
| Industrials | 7.68 | 4.69 |
| Financial Services | 23.59 | 14.7 |
| Healthcare | 6.16 | 9.27 |
| Real Estate | 0.07 | 0.81 |
| Consumer Cyclical | 6.74 | 9.81 |
| Consumer Defensive | 3.26 | 2.5 |
| Utilities | 0.91 | 1.26 |
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