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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) | ₹2093 Cr | ₹3810 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 | -0.73% | -0.28% |
| 6 Month | 3.99% | 4.05% |
| 1 Year | 6.23% | 5.73% |
| 3 Year | - | 14% |
| 5 Year | - | 11.78% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.6% | 2.31% |
| 1 Year | 11.06% | 10.02% |
| 3 Year | - | 12.92% |
| 5 Year | - | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.69% | 7.93% |
| 3 Year | - | 10.9% |
| 5 Year | - | 10.7% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.90% |
| Beta | - | 1.06% |
| Alpha | - | 1.82% |
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 | 36.89 | 35.01 |
| Large Cap | 44.56 | 57.06 |
| Small Cap | 8.79 | 2.77 |
| Mid Cap | 9.76 | 5.16 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.68 | 28.65 |
| Communication Services | 4.14 | 2.15 |
| Energy | 2.95 | 6.73 |
| Technology | 7.53 | 9.23 |
| Basic Materials | 5.89 | 3.51 |
| Industrials | 7.08 | 7.6 |
| Financial Services | 22.02 | 21.62 |
| Healthcare | 5.09 | 5.03 |
| Real Estate | 0.47 | 1.5 |
| Consumer Cyclical | 9.43 | 7.12 |
| Consumer Defensive | 2.08 | 4.69 |
| Utilities | 0.64 | 2.18 |
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