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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Axis Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2015 Cr | ₹3721 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 0.0% | 24% |
| Expense Ratio | 2.09 | 2 |
| Manager | Piyush Baranwal | Hardik Shah |
| ISIN Code | INF03VN01720 | INF846K01A52 |
| 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.59% | 0.61% |
| 6 Month | 4.23% | 3.7% |
| 1 Year | 5.99% | 4.91% |
| 3 Year | - | 13.58% |
| 5 Year | - | 12.1% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.82% | 3.33% |
| 1 Year | 12.58% | 11.46% |
| 3 Year | - | 13.69% |
| 5 Year | - | 12.73% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.69% | 7.96% |
| 3 Year | - | 10.86% |
| 5 Year | - | 10.67% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.49% |
| Sharp | - | 0.93% |
| Beta | - | 1.06% |
| Alpha | - | 1.60% |
Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Hardik Shah |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Funds Managed | 9 | 12 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.58 | 35.47 |
| Large Cap | 46.16 | 56.23 |
| Small Cap | 8.94 | 2.77 |
| Mid Cap | 9.32 | 5.53 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.08 | 29.67 |
| Communication Services | 4.32 | 2.16 |
| Energy | 2.68 | 6.6 |
| Technology | 9.73 | 8.94 |
| Basic Materials | 5.21 | 3.78 |
| Industrials | 5.74 | 7.6 |
| Financial Services | 22 | 21.52 |
| Healthcare | 5.2 | 4.99 |
| Real Estate | 0.47 | 1.55 |
| Consumer Cyclical | 9.14 | 6.35 |
| Consumer Defensive | 2.72 | 4.52 |
| Utilities | 0.71 | 2.32 |
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