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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Aditya Birla Sun Life Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹1328 Cr | ₹7239 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 23 May 2000 |
| 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% | 240% |
| Expense Ratio | 2.09 | 1.8 |
| Manager | Piyush Baranwal | Lovelish Solanki |
| ISIN Code | INF03VN01720 | INF084M01AB8 |
| 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 | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.75% | 2.93% |
| 6 Month | 2.07% | 2.57% |
| 1 Year | 11.67% | 10.84% |
| 3 Year | - | 12.79% |
| 5 Year | - | 15.46% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.84% | 3.56% |
| 1 Year | 6.32% | 5.98% |
| 3 Year | - | 13.35% |
| 5 Year | - | 12.66% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.06% | 11.38% |
| 3 Year | - | 11.47% |
| 5 Year | - | 11.16% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 6.2% |
| Sharp | - | 0.51% |
| Beta | - | 0.97% |
| Alpha | - | 1.72% |
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Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Lovelish Solanki |
| Total AUM | ₹5379 Cr | ₹14756 Cr |
| Funds Managed | 9 | 2 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.38 | 24.06 |
| Large Cap | 48.83 | 48.66 |
| Small Cap | 9.41 | 4.32 |
| Mid Cap | 7.39 | 15.42 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.88 | 19.59 |
| Basic Materials | 5.2 | - |
| Energy | 5.05 | - |
| Technology | 7.68 | - |
| Industrials | 6.57 | - |
| Financial Services | 22.84 | - |
| Healthcare | 5.35 | - |
| Consumer Cyclical | 7.91 | - |
| Consumer Defensive | 1.86 | - |
| Communication Services | 3.13 | - |
| Real Estate | 0.31 | - |
| Utilities | 1.23 | - |
| Telecom - Services | - | 1.65 |
| Petroleum Products | - | 4.64 |
| Electrical Equipment | - | 1.48 |
| IT - Software | - | 6 |
| Cement & Cement Products | - | 1.57 |
| Personal Products | - | 1.83 |
| Construction | - | 1.84 |
| Finance | - | 5.05 |
| Retailing | - | 2.5 |
| Banks | - | 14.92 |
| Diversified FMCG | - | 0.94 |
| Pharmaceuticals & Biotechnology | - | 3.48 |
| Non - Ferrous Metals | - | 1.56 |
| Realty | - | 2.67 |
| Healthcare Services | - | 0.96 |
| Aerospace & Defense | - | 0.28 |
| Auto Components | - | 3.04 |
| Ferrous Metals | - | 1.38 |
| Automobiles | - | 1.59 |
| Industrial Products | - | 1.44 |
| Insurance | - | 2.47 |
| Consumer Durables | - | 1.35 |
| Transport Infrastructure | - | 1.89 |
| Diversified Metals | - | 0.66 |
| Oil | - | 0.58 |
| Power | - | 2.26 |
| Fertilizers & Agrochemicals | - | 0.53 |
| Leisure Services | - | 0.4 |
| Metals & Minerals Trading | - | 0.13 |
| Consumable Fuels | - | 0.31 |
| Minerals & Mining | - | 0.58 |
| Transport Services | - | 0.66 |
| Chemicals & Petrochemicals | - | 0.83 |
| Beverages | - | 1.4 |
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