WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Nippon India Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart Comparison
| 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) | ₹1044 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 | 2.16 | 1.76 |
| Manager | Piyush Baranwal | Ashutosh Bhargava |
| ISIN Code | INF03VN01720 | INF204K01596 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./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 | 2.05% | 3.09% |
| 6 Month | 13.17% | 14.02% |
| 1 Year | 24.92% | 24.89% |
| 3 Year | - | 12.8% |
| 5 Year | - | 14.21% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.16% | 10.75% |
| 3 Year | 14.88% | 24.88% |
| 5 Year | 14.88% | 43.32% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | 15.07% | 13.6% |
| 3 Year | 17% | 33.64% |
| 5 Year | 17% | 46.21% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Standard Deviation | - | 6.21% |
| Sharp | - | 0.87% |
| Beta | - | 0.85% |
| Alpha | - | 2.9% |
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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 | 35.73 | 24.97 |
| Large Cap | 49.34 | 50.08 |
| Mid Cap | 4.52 | 10.11 |
| Small Cap | 10.42 | 2.14 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 19.17 | 11.62 |
| Financial | 28.07 | 27.5 |
| Insurance | 0.91 | - |
| Materials | 1.78 | 0.86 |
| Healthcare | 4.27 | 1.79 |
| Communication | 1.43 | 4.27 |
| Technology | 4.28 | 5.05 |
| Energy | 2.98 | 6.09 |
| Construction | 2.31 | 2.11 |
| Metals & Mining | 1.71 | 2.52 |
| Sovereign | 12.93 | 6.38 |
| Services | 6.12 | 1.66 |
| Automobile | 2.12 | 5 |
| Capital Goods | 5.24 | 3.94 |
| Consumer Staples | 4.03 | 6.86 |
| Consumer Discretionary | 1.66 | 0.56 |
| Chemicals | 0.63 | - |
| Textiles | 0.37 | 0.6 |
| Diversified | - | 0.49 |
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