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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) | ₹1328 Cr | ₹978 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 | 4.97% | 4.96% |
| 6 Month | -0.04% | -2.6% |
| 1 Year | 12.5% | 7.58% |
| 3 Year | - | 8.08% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.77% | -1.47% |
| 1 Year | 0.24% | -4.17% |
| 3 Year | - | 7.38% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.06% | 10.32% |
| 3 Year | - | 9.8% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.876% |
| Sharp | - | 0.244% |
| Beta | - | - |
| Alpha | - | - |
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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 | 34.38 | 34.77 |
| Large Cap | 48.83 | 48.73 |
| Small Cap | 9.41 | 5.51 |
| Mid Cap | 7.39 | 10.99 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.88 | 33.82 |
| Basic Materials | 5.2 | 3.5 |
| Energy | 5.05 | 5.63 |
| Technology | 7.68 | 6.76 |
| Industrials | 6.57 | 8.3 |
| Financial Services | 22.84 | 19.03 |
| Healthcare | 5.35 | 5.6 |
| Consumer Cyclical | 7.91 | 7.01 |
| Consumer Defensive | 1.86 | 5.03 |
| Communication Services | 3.13 | 3.41 |
| Real Estate | 0.31 | 0.75 |
| Utilities | 1.23 | 1.15 |
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