Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Invest Now

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

Invest Now

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) ₹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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns12.89%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns8.48%

Compare Now

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.94%

VS

360 ONE Liquid Fund Regular-Growth 360 ONE Liquid Fund Regular-Growth

3Y Returns6.83%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns20.63%

VS

Tata ELSS Fund - Regular Plan - Growth Option Tata ELSS Fund - Regular Plan - Growth Option

3Y Returns15.55%

Compare Now
Add to Cart Successfully