WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Baroda BNP Paribas Balanced Advantage Fund compare

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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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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	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)	₹1328 Cr	₹4078 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
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

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	4.33%	4.93%
6 Month	5.57%	3.84%
1 Year	13.51%	9.74%
3 Year	-	16.42%
5 Year	-	18.15%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	2.25%	1.02%
1 Year	5.11%	-0.04%
3 Year	-	12.02%
5 Year	-	12.25%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	22.06%	15.87%
3 Year	-	14.5%
5 Year	-	15.77%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	-	10.009%
Sharp	-	0.418%
Beta	-	-
Alpha	-	-

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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

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	34.38	31.15
Large Cap	48.83	42.99
Small Cap	9.41	11.21
Mid Cap	7.39	14.66

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	32.88	26.01
Basic Materials	5.2	0.99
Energy	5.05	7.58
Technology	7.68	7.73
Industrials	6.57	12.94
Financial Services	22.84	22.52
Healthcare	5.35	6.54
Consumer Cyclical	7.91	6.34
Consumer Defensive	1.86	2.53
Communication Services	3.13	3.73
Real Estate	0.31	-
Utilities	1.23	3.08