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 | -1.37% | -1.94% |
6 Month | 6.24% | 6.96% |
1 Year | 6.56% | 4.22% |
3 Year | - | 14.59% |
5 Year | - | 15.17% |
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 | 4.17% | 5.64% |
1 Year | 9.81% | 10.67% |
3 Year | - | 14.64% |
5 Year | - | 13.8% |
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 | - | 9.80% |
Sharp | - | 1.12% |
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 | 32.67 | 22.13 |
Communication Services | 4.9 | 4.82 |
Basic Materials | 5.61 | 1.37 |
Energy | 2.82 | 5.91 |
Technology | 7.12 | 5.34 |
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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