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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 Risk Very High Risk
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 -1.99% -1.1%
6 Month -0.88% -0.05%
1 Year 10.43% 12.29%
3 Year - 12.24%
5 Year - 11.04%

SIP Return Analysis

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 1.88% 4.08%
3 Year - 14.14%
5 Year - 12.83%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 22.23% 8.22%
3 Year - 9.95%
5 Year - 8.8%

Risk Management

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation - 7.39%
Sharp - 0.89%
Beta - 0.98%
Alpha - 2.31%

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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
Fund Manage 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 18.46 18.35
Small Cap 9.67 6.52
Large Cap 52.26 53.62
Mid Cap 6.65 8.15

Sector Allocation

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 18.46 18.35
Realty 0.2 0.45
Petroleum Products 3.55 4.54
IT - Software 5.36 6.38
Pharmaceuticals & Biotechnology 5.39 4.91
Construction 2.41 2.97
Finance 4.63 4.42
Consumer Durables 2.12 0.22
Non - Ferrous Metals 2.15 0.77
Banks 14.49 14.48
Healthcare Services 0.55 1.63
Electrical Equipment 1.72 0.79
Auto Components 0.45 0.45
Cement & Cement Products 0.66 1.08
Ferrous Metals 0.44 0.19
Leisure Services 0.16 0.56
Personal Products 1.13 0.77
Industrial Products 0.71 0.71
Automobiles 2.03 5.31
Insurance 1.51 2.9
Beverages 0.45 0.53
Healthcare Equipment & Supplies 0.65 -
IT - Services 0.82 0.08
Food Products 1.75 0.04
Aerospace & Defense 0.74 0.99
Oil 0.68 0.54
Chemicals & Petrochemicals 0.71 1.32
Capital Markets 3.82 0.02
Telecom - Services 1.88 2.46
Financial Technology (Fintech) 0.28 -
Metals & Minerals Trading 1.45 -
Transport Services 0.49 0.03
Retailing 2.78 0.65
Household Products 0.52 0.73
Power 1.69 2.35
Commercial Services & Supplies 0.21 -
Diversified FMCG - 0.66
Gas - 0.14
Agricultural Food & other Products - 0.64
Diversified Metals - 0.46
Consumable Fuels - 0.87
Fertilizers & Agrochemicals - 0.8
Industrial Manufacturing - 1.45

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