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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) | ₹1654 Cr | ₹4413 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 |
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 | -0.86% | -1.82% |
| 6 Month | 5.86% | 6.93% |
| 1 Year | 7.29% | 4.85% |
| 3 Year | - | 14.75% |
| 5 Year | - | 15.15% |
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 | 3.86% | 5.09% |
| 1 Year | 8.23% | 8.85% |
| 3 Year | - | 13.61% |
| 5 Year | - | 13.16% |
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 | 20.73% | 14.36% |
| 3 Year | - | 14.5% |
| 5 Year | - | 15.98% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | - | 9.22% |
| Sharp | - | 0.88% |
| Beta | - | - |
| Alpha | - | - |
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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 | 37.25 | 31.42 |
| Large Cap | 47.14 | 41.17 |
| Small Cap | 8.45 | 10.48 |
| Mid Cap | 7.17 | 16.93 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 33.92 | 22.13 |
| Communication Services | 4.9 | 4.82 |
| Energy | 2.82 | 5.91 |
| Technology | 7.12 | 5.34 |
| Basic Materials | 4.37 | 1.37 |
| Industrials | 7.65 | 10.96 |
| Financial Services | 21.29 | 26.33 |
| Healthcare | 6.41 | 6.78 |
| Consumer Cyclical | 7.52 | 7.53 |
| Consumer Defensive | 3.02 | 3.63 |
| Utilities | 0.98 | 2.32 |
| Real Estate | - | 2.87 |
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