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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) | ₹1328 Cr | ₹2652 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 | 0.67% | 0.29% |
| 6 Month | 0.58% | 0.24% |
| 1 Year | 9.33% | 8.58% |
| 3 Year | - | 15.87% |
| 5 Year | - | 14.2% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.88% | 3.69% |
| 1 Year | 8.5% | 6.17% |
| 3 Year | - | 14.89% |
| 5 Year | - | 13.17% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.55% | 8.75% |
| 3 Year | - | 10.38% |
| 5 Year | - | 9.89% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 8.096% |
| Sharp | - | 0.607% |
| Beta | - | - |
| Alpha | - | - |
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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 | 34.38 | 34.05 |
| Large Cap | 48.83 | 56.4 |
| Small Cap | 9.41 | 4.04 |
| Mid Cap | 7.39 | 5.5 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.88 | 32.81 |
| Basic Materials | 5.2 | 3.97 |
| Energy | 5.05 | 7.7 |
| Technology | 7.68 | 6.58 |
| Industrials | 6.57 | 5.28 |
| Financial Services | 22.84 | 21.88 |
| Healthcare | 5.35 | 5.99 |
| Consumer Cyclical | 7.91 | 7.77 |
| Consumer Defensive | 1.86 | 2.51 |
| Communication Services | 3.13 | 3.08 |
| Real Estate | 0.31 | 0.43 |
| Utilities | 1.23 | 1.99 |
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