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) | ₹1566 Cr | ₹3161 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 | 2.19% | 1.44% |
6 Month | 4.08% | 3.23% |
1 Year | 9.44% | 7.32% |
3 Year | - | 16.27% |
5 Year | - | 13.84% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.77% | 4.88% |
1 Year | 13.08% | 9.11% |
3 Year | - | 15.45% |
5 Year | - | 13.57% |
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 | - | 7.80% |
Sharp | - | 1.16% |
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 | 36.8 | 35.01 |
Large Cap | 48.43 | 56.8 |
Small Cap | 9.44 | 3.3 |
Mid Cap | 5.33 | 4.89 |
Sector Allocation
Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 32.59 | 32.9 |
Communication Services | 4.85 | 2.67 |
Basic Materials | 7.03 | 3.59 |
Energy | 2.87 | 8.07 |
Technology | 7.15 | 7.41 |
Industrials | 7.48 | 6.03 |
Financial Services | 22.31 | 22.09 |
Healthcare | 4.95 | 4.75 |
Consumer Cyclical | 6.61 | 6.89 |
Consumer Defensive | 3.16 | 3.22 |
Utilities | 1 | 2.05 |
Real Estate | - | 0.33 |
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