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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) | ₹1812 Cr | ₹4332 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 | 1.78% | 2.12% |
| 6 Month | 11.17% | 13.07% |
| 1 Year | 5.47% | 3.05% |
| 3 Year | - | 14.19% |
| 5 Year | - | 14.3% |
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 | 2.91% | 2.27% |
| 1 Year | 10.82% | 9.33% |
| 3 Year | - | 12.81% |
| 5 Year | - | 12.61% |
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 | - | 9.43% |
| Sharp | - | 0.66% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.9 | 26.99 |
| Large Cap | 45.69 | 45.99 |
| Small Cap | 9.11 | 9.93 |
| Mid Cap | 9.3 | 17.09 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 32.77 | 17.1 |
| Communication Services | 4.34 | 4.81 |
| Energy | 2.4 | 4.96 |
| Technology | 6.41 | 6.69 |
| Basic Materials | 5.36 | 2.45 |
| Industrials | 7.76 | 10.7 |
| Financial Services | 23.02 | 26.34 |
| Healthcare | 5.63 | 6.6 |
| Real Estate | 0.07 | 3.97 |
| Consumer Cyclical | 8.44 | 9.48 |
| Consumer Defensive | 2.96 | 5.4 |
| Utilities | 0.82 | 1.5 |
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