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) | ₹1222 Cr | ₹1057 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 | 2.12 | 2.16 |
| 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 | 1.35% | 0.2% |
| 6 Month | 5.63% | 2.08% |
| 1 Year | 17.7% | 11.54% |
| 3 Year | - | 9.13% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.82% | 7.63% |
| 3 Year | - | 11.32% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.51% | 10.08% |
| 3 Year | - | 9.97% |
| 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 | 18.46 | 32.5 |
| Small Cap | 9.67 | 4.02 |
| Large Cap | 52.26 | 49.05 |
| Mid Cap | 6.65 | 14.43 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 18.46 | 4.07 |
| Realty | 0.2 | - |
| Petroleum Products | 3.55 | - |
| IT - Software | 5.36 | - |
| Pharmaceuticals & Biotechnology | 5.39 | - |
| Construction | 2.41 | 2.73 |
| Finance | 4.63 | - |
| Consumer Durables | 2.12 | - |
| Non - Ferrous Metals | 2.15 | - |
| Banks | 14.49 | - |
| Healthcare Services | 0.55 | - |
| Electrical Equipment | 1.72 | - |
| Auto Components | 0.45 | - |
| Cement & Cement Products | 0.66 | - |
| Ferrous Metals | 0.44 | - |
| Leisure Services | 0.16 | - |
| Personal Products | 1.13 | - |
| Industrial Products | 0.71 | - |
| Automobiles | 2.03 | - |
| Insurance | 1.51 | 2.52 |
| Beverages | 0.45 | - |
| Healthcare Equipment & Supplies | 0.65 | - |
| IT - Services | 0.82 | - |
| Food Products | 1.75 | - |
| Aerospace & Defense | 0.74 | - |
| Oil | 0.68 | - |
| Chemicals & Petrochemicals | 0.71 | - |
| Capital Markets | 3.82 | - |
| Telecom - Services | 1.88 | - |
| Financial Technology (Fintech) | 0.28 | - |
| Metals & Minerals Trading | 1.45 | - |
| Transport Services | 0.49 | - |
| Retailing | 2.78 | - |
| Household Products | 0.52 | - |
| Power | 1.69 | - |
| Commercial Services & Supplies | 0.21 | - |
| Sovereign | - | 15.74 |
| Energy | - | 9.9 |
| Materials | - | 2.73 |
| Technology | - | 5.81 |
| Financial | - | 27.49 |
| Healthcare | - | 4.01 |
| Chemicals | - | 1.21 |
| Capital Goods | - | 6.34 |
| Automobile | - | 4.21 |
| Services | - | 5.9 |
| Consumer Staples | - | 2.79 |
| Consumer Discretionary | - | 1.1 |
| Communication | - | 1.86 |
| Diversified | - | 1.22 |
| Textiles | - | 0.37 |
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