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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Axis Balanced Advantage Fund compare

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tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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