WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Aditya Birla Sun Life Balanced Advantage Fund compare

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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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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	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)	₹1654 Cr	₹8034 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

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-1.37%	-2.13%
6 Month	6.24%	6.36%
1 Year	6.56%	4.07%
3 Year	-	12.89%
5 Year	-	13.99%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	3.86%	3.26%
1 Year	8.23%	7.61%
3 Year	-	12.51%
5 Year	-	11.94%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	20.73%	11.15%
3 Year	-	11.52%
5 Year	-	11.34%

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	-	1.24%
Beta	-	1%
Alpha	-	1.37%

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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

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Others	37.25	32.28
Large Cap	47.14	44.2
Small Cap	8.45	6.74
Mid Cap	7.17	16.78

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Others	32.67	24.07
Communication Services	4.9	1.47
Basic Materials	5.61	8.11
Energy	2.82	4.86
Technology	7.12	6.8
Industrials	7.65	8.8
Financial Services	21.29	22.19
Healthcare	6.41	5.16
Consumer Cyclical	7.52	7.45
Consumer Defensive	3.02	6.2
Utilities	0.98	2.31
Real Estate	-	2.57