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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Baroda BNP Paribas Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2093 Cr | ₹4748 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Feb 2023 | 13 Nov 2018 |
| 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% | 173% |
| Expense Ratio | 2.09 | 1.89 |
| Manager | Piyush Baranwal | Miten Vora |
| ISIN Code | INF03VN01720 | INF955L01HC4 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -0.49% | -0.81% |
| 6 Month | 1.73% | 1.07% |
| 1 Year | 8.94% | 9.5% |
| 3 Year | - | 13.89% |
| 5 Year | - | 11.5% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 0.91% | 1.35% |
| 1 Year | 7.87% | 9.48% |
| 3 Year | - | 11.15% |
| 5 Year | - | 11.83% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 13.64% | 13.21% |
| 3 Year | - | 14.4% |
| 5 Year | - | 15.6% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | - | 8.78% |
| Sharp | - | 0.9% |
| Beta | - | 1.29% |
| Alpha | - | 1.58% |
Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Miten Vora |
| Total AUM | ₹5379 Cr | ₹6478 Cr |
| Funds Managed | 9 | 6 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 26.4 | 30.35 |
| Large Cap | 46.38 | 42.19 |
| Small Cap | 10.61 | 9.57 |
| Mid Cap | 10.36 | 17.9 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 26.4 | 23.66 |
| Telecom - Services | 3.69 | - |
| Petroleum Products | 2.29 | - |
| IT - Software | 4.73 | - |
| Pharmaceuticals & Biotechnology | 3.62 | - |
| Electrical Equipment | 1.76 | - |
| Construction | 0.91 | - |
| Finance | 4.53 | - |
| Consumer Durables | 2.7 | - |
| Non - Ferrous Metals | 0.5 | - |
| Banks | 15.34 | - |
| Healthcare Services | 0.56 | - |
| Cement & Cement Products | 0.63 | - |
| Chemicals & Petrochemicals | 1.5 | - |
| Commercial Services & Supplies | 0.73 | - |
| Ferrous Metals | 0.51 | - |
| Leisure Services | 0.72 | - |
| Industrial Products | 0.49 | - |
| IT - Services | 1.13 | - |
| Healthcare Equipment & Supplies | 0.44 | - |
| Automobiles | 4.41 | - |
| Personal Products | 0.66 | - |
| Insurance | 1.1 | - |
| Auto Components | 0.48 | - |
| Realty | 0.41 | - |
| Oil | 0.66 | - |
| Industrial Manufacturing | 1.33 | - |
| Food Products | 1.08 | - |
| Aerospace & Defense | 1.63 | - |
| Agricultural, Commercial & Construction Vehicles | 0.3 | - |
| Capital Markets | 1.3 | - |
| Financial Technology (Fintech) | 0.17 | - |
| Fertilizers & Agrochemicals | 2.41 | - |
| Transport Services | 1.07 | - |
| Retailing | 2.58 | - |
| Household Products | 0.34 | - |
| Power | 0.64 | - |
| Energy | - | 4.88 |
| Technology | - | 7.08 |
| Industrials | - | 10.71 |
| Basic Materials | - | 2.84 |
| Consumer Defensive | - | 6.24 |
| Healthcare | - | 5.82 |
| Financial Services | - | 20.85 |
| Real Estate | - | 2.24 |
| Consumer Cyclical | - | 11.7 |
| Utilities | - | 1.06 |
| Communication Services | - | 2.92 |
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