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

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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2015 Cr	₹953 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

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	0.75%	0.51%
6 Month	4.61%	4.18%
1 Year	8.31%	6.51%
3 Year	-	10.03%
5 Year	-	-

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	2.82%	2.18%
1 Year	12.58%	11.35%
3 Year	-	10.04%
5 Year	-	-

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	-	-

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	-	8.28%
Sharp	-	0.42%
Beta	-	1.13%
Alpha	-	-2.22%

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

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	35.58	35.07
Large Cap	46.16	46.36
Small Cap	8.94	4.02
Mid Cap	9.32	14.55

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	32.08	32.83
Communication Services	4.32	2.37
Energy	2.68	6.11
Technology	9.73	5.85
Basic Materials	5.21	2.99
Industrials	5.74	9.25
Financial Services	22	20.56
Healthcare	5.2	5.58
Real Estate	0.47	0.59
Consumer Cyclical	9.14	8.16
Consumer Defensive	2.72	4.5
Utilities	0.71	1.2