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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs PGIM India Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1897 Cr | ₹938 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Feb 2023 | 04 Feb 2021 |
| 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 TRI |
| Turn Over | 0.0% | % |
| Expense Ratio | 2.09 | 2.18 |
| Manager | Piyush Baranwal | Puneet Pal |
| ISIN Code | INF03VN01720 | INF663L01V72 |
| 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 | PGIM India Balanced Advantage Fund - Growth charges 0.5% 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 | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.26% | 3.43% |
| 6 Month | 6.04% | 5.66% |
| 1 Year | 8.22% | 5.73% |
| 3 Year | - | 10.8% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.32% | 1.91% |
| 1 Year | 11.77% | 10.96% |
| 3 Year | - | 10.36% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 19.69% | 8.5% |
| 3 Year | - | 9.78% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.21% |
| Sharp | - | 0.38% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Puneet Pal |
| Total AUM | ₹5379 Cr | ₹20950 Cr |
| Funds Managed | 9 | 19 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 36.19 | 35.71 |
| Large Cap | 46.06 | 45.74 |
| Small Cap | 8.69 | 3.75 |
| Mid Cap | 9.06 | 14.8 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.68 | 33.87 |
| Communication Services | 4.24 | 2.21 |
| Energy | 2.57 | 5.7 |
| Technology | 5.8 | 5.51 |
| Basic Materials | 5.04 | 2.91 |
| Industrials | 7.22 | 9.24 |
| Financial Services | 24.57 | 20.18 |
| Healthcare | 5.27 | 5.49 |
| Real Estate | 0.39 | 0.52 |
| Consumer Cyclical | 9.52 | 8.46 |
| Consumer Defensive | 1.96 | 4.73 |
| Utilities | 0.73 | 1.19 |
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