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

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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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BANDHAN 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	BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1566 Cr	₹2302 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹1000
Launch Date	10 Feb 2023	10 Oct 2014
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	2.04
Manager	Piyush Baranwal	Ritika Behera
ISIN Code	INF03VN01720	INF194KA1UE8
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	Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	1.33%	1.49%
6 Month	7.01%	5.01%
1 Year	8.3%	5.13%
3 Year	-	12.67%
5 Year	-	11.24%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	5.74%	4.5%
1 Year	11.42%	7.54%
3 Year	-	11.42%
5 Year	-	10.28%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	21.55%	8.94%
3 Year	-	8.56%
5 Year	-	9.08%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	-	7.19%
Sharp	-	0.89%
Beta	-	-
Alpha	-	-

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Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Name	Piyush Baranwal	Ritika Behera
Total AUM	₹5379 Cr	₹43013 Cr
Funds Managed	9	19
	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	37.25	24.76
Large Cap	47.14	55.43
Small Cap	8.45	10.08
Mid Cap	7.17	9.72

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	32.67	18.98
Communication Services	4.9	5.5
Basic Materials	5.61	4.26
Energy	2.82	3.54
Technology	7.12	13.68
Industrials	7.65	6.34
Financial Services	21.29	23.3
Healthcare	6.41	7.61
Consumer Cyclical	7.52	7.46
Consumer Defensive	3.02	6.24
Utilities	0.98	1.92
Real Estate	-	1.18