- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2093 Cr | ₹8800 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 | -0.87% | 0.17% |
| 6 Month | 3.08% | 3.77% |
| 1 Year | 5.33% | 8.39% |
| 3 Year | - | 12.7% |
| 5 Year | - | 11.41% |
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 | 1.6% | 2.49% |
| 1 Year | 11.06% | 12.83% |
| 3 Year | - | 12.39% |
| 5 Year | - | 11.78% |
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 | 19.69% | 11.45% |
| 3 Year | - | 11.74% |
| 5 Year | - | 11.68% |
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 | - | 0.89% |
| Beta | - | 1.09% |
| Alpha | - | 1.1% |
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 | 36.89 | 40.22 |
| Large Cap | 44.56 | 39.79 |
| Small Cap | 8.79 | 7.37 |
| Mid Cap | 9.76 | 12.62 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.68 | 27.2 |
| Communication Services | 4.14 | 1.22 |
| Energy | 2.95 | 3.41 |
| Technology | 7.53 | 8.52 |
| Basic Materials | 5.89 | 6.73 |
| Industrials | 7.08 | 6.76 |
| Financial Services | 22.02 | 21.94 |
| Healthcare | 5.09 | 5.38 |
| Real Estate | 0.47 | 3.45 |
| Consumer Cyclical | 9.43 | 7.24 |
| Consumer Defensive | 2.08 | 6.04 |
| Utilities | 0.64 | 2.11 |
Top Comparisons
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.71%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.36%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns22.04%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns14.91%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.61%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.26%
Invesco India Liquid Fund - Bonus Option
3Y Returns%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.95%
