WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Nippon India Balanced Advantage Fund compare

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Overview

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1222 Cr	₹8282 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	10 Feb 2023	15 Nov 2004
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	0.0%	334%
Expense Ratio	2.12	1.76
Manager	Piyush Baranwal	Ashutosh Bhargava
ISIN Code	INF03VN01720	INF204K01596
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	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month	2.11%	0.89%
6 Month	5.85%	2.8%
1 Year	17.35%	15.34%
3 Year	-	12.45%
5 Year	-	12.37%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	-	-
1 Year	14.82%	8.93%
3 Year	-	14.42%
5 Year	-	13.94%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	22.74%	14.38%
3 Year	-	11.8%
5 Year	-	12.32%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	-	6.21%
Sharp	-	0.79%
Beta	-	0.86%
Alpha	-	2.82%

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Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name	Piyush Baranwal	Ashutosh Bhargava
Total AUM	₹5379 Cr	₹121448 Cr
Fund Manage	9	12
	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	18.46	41.92
Small Cap	9.67	7.54
Large Cap	52.26	51.08
Mid Cap	6.65	11.66

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	18.46	41.92
Realty	0.2	1.82
Petroleum Products	3.55	2.38
IT - Software	5.36	7.22
Pharmaceuticals & Biotechnology	5.39	1.85
Construction	2.41	2.1
Finance	4.63	1.76
Consumer Durables	2.12	2.52
Non - Ferrous Metals	2.15	-
Banks	14.49	15.43
Healthcare Services	0.55	0.24
Electrical Equipment	1.72	1.62
Auto Components	0.45	1.47
Cement & Cement Products	0.66	1.12
Ferrous Metals	0.44	0.52
Leisure Services	0.16	1.7
Personal Products	1.13	1.61
Industrial Products	0.71	0.4
Automobiles	2.03	2.54
Insurance	1.51	2.85
Beverages	0.45	1.42
Healthcare Equipment & Supplies	0.65	-
IT - Services	0.82	0.27
Food Products	1.75	0.52
Aerospace & Defense	0.74	0.98
Oil	0.68	-
Chemicals & Petrochemicals	0.71	-
Capital Markets	3.82	-
Telecom - Services	1.88	4.13
Financial Technology (Fintech)	0.28	1.09
Metals & Minerals Trading	1.45	-
Transport Services	0.49	0.46
Retailing	2.78	1.61
Household Products	0.52	-
Power	1.69	3.35
Commercial Services & Supplies	0.21	-
Diversified FMCG	-	3.49
Transport Infrastructure	-	2.16
Diversified	-	0.55
Other Utilities	-	0.36
Textiles & Apparels	-	0.74