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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) | ₹1738 Cr | ₹3431 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 | 0.34% | -0.05% |
| 6 Month | 9.2% | 6.24% |
| 1 Year | 6.85% | 4.54% |
| 3 Year | - | 13.34% |
| 5 Year | - | 13.21% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.03% | 1.29% |
| 1 Year | 8.36% | 3.92% |
| 3 Year | - | 13.19% |
| 5 Year | - | 12.25% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.73% | 8.63% |
| 3 Year | - | 10.55% |
| 5 Year | - | 10.25% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.58% |
| Sharp | - | 0.91% |
| Beta | - | - |
| Alpha | - | - |
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 | 38.85 | 36.86 |
| Large Cap | 45.87 | 54.94 |
| Small Cap | 8.83 | 2.84 |
| Mid Cap | 6.45 | 5.37 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.51 | 32.11 |
| Communication Services | 4.42 | 2.4 |
| Energy | 2.54 | 7.26 |
| Technology | 6.29 | 7.07 |
| Basic Materials | 2.84 | 3.57 |
| Industrials | 7.68 | 7.13 |
| Financial Services | 23.59 | 22.96 |
| Healthcare | 6.16 | 5.67 |
| Real Estate | 0.07 | 0.57 |
| Consumer Cyclical | 6.74 | 5.44 |
| Consumer Defensive | 3.26 | 3.25 |
| Utilities | 0.91 | 2.56 |
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