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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) | ₹1897 Cr | ₹4362 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 | 0.99% | 1.62% |
| 6 Month | 4.99% | 7.68% |
| 1 Year | 7.11% | 6.79% |
| 3 Year | - | 13.91% |
| 5 Year | - | 13.67% |
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 | 1.78% | 2.43% |
| 1 Year | 10.46% | 12.97% |
| 3 Year | - | 13.02% |
| 5 Year | - | 12.78% |
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 | 19.69% | 13.93% |
| 3 Year | - | 14.44% |
| 5 Year | - | 15.82% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | - | 9.37% |
| Sharp | - | 0.77% |
| Beta | - | 1.29% |
| Alpha | - | 0.66% |
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 | 36.19 | 25.79 |
| Large Cap | 46.06 | 44.65 |
| Small Cap | 8.69 | 9.95 |
| Mid Cap | 9.06 | 19.6 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 32.68 | 16.41 |
| Communication Services | 4.24 | 4.31 |
| Energy | 2.57 | 5.26 |
| Technology | 5.8 | 5.93 |
| Basic Materials | 5.04 | 3.03 |
| Industrials | 7.22 | 10.2 |
| Financial Services | 24.57 | 25.86 |
| Healthcare | 5.27 | 6.09 |
| Real Estate | 0.39 | 4.19 |
| Consumer Cyclical | 9.52 | 11.56 |
| Consumer Defensive | 1.96 | 6.04 |
| Utilities | 0.73 | 1.12 |
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