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
| 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) | ₹1044 Cr | ₹1138 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Feb 2023 | 24 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 | 2.16 | 2.14 |
| Manager | Piyush Baranwal | Puneet Pal |
| ISIN Code | INF03VN01720 | INF663L01V72 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.05% | 1.42% |
| 6 Month | 13.17% | 13.17% |
| 1 Year | 24.92% | 19.75% |
| 3 Year | - | 10.57% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.16% | 7.64% |
| 3 Year | 14.88% | 18.36% |
| 5 Year | 14.88% | 20.59% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.68% | 9.86% |
| 3 Year | - | 9.99% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 7.82% |
| Sharp | - | 0.48% |
| Beta | - | 1.02% |
| Alpha | - | -0.67% |
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| 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 |
| Fund Manage | 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 | 35.73 | 32.5 |
| Large Cap | 49.34 | 49.05 |
| Mid Cap | 4.52 | 14.43 |
| Small Cap | 10.42 | 4.02 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 19.17 | 4.07 |
| Financial | 28.07 | 27.49 |
| Insurance | 0.91 | 2.52 |
| Materials | 1.78 | 2.73 |
| Healthcare | 4.27 | 4.01 |
| Communication | 1.43 | 1.86 |
| Technology | 4.28 | 5.81 |
| Energy | 2.98 | 9.9 |
| Construction | 2.31 | 2.73 |
| Metals & Mining | 1.71 | - |
| Sovereign | 12.93 | 15.74 |
| Services | 6.12 | 5.9 |
| Automobile | 2.12 | 4.21 |
| Capital Goods | 5.24 | 6.34 |
| Consumer Staples | 4.03 | 2.79 |
| Consumer Discretionary | 1.66 | 1.1 |
| Chemicals | 0.63 | 1.21 |
| Textiles | 0.37 | 0.37 |
| Diversified | - | 1.22 |
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