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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Edelweiss Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1738 Cr | ₹12792 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 2.09 | 1.69 |
| Manager | Piyush Baranwal | Rahul Dedhia |
| ISIN Code | INF03VN01720 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.59% | -1.16% |
| 6 Month | 8.63% | 6.66% |
| 1 Year | 7.67% | 1.77% |
| 3 Year | - | 11.45% |
| 5 Year | - | 13.83% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.03% | 1.83% |
| 1 Year | 8.36% | 3.41% |
| 3 Year | - | 10.51% |
| 5 Year | - | 10.93% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.73% | 9.41% |
| 3 Year | - | 11.57% |
| 5 Year | - | 11.37% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.14% |
| Sharp | - | 0.68% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Rahul Dedhia |
| Total AUM | ₹5379 Cr | ₹31988 Cr |
| Funds Managed | 9 | 10 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 38.85 | 21.88 |
| Large Cap | 45.87 | 57.12 |
| Small Cap | 8.83 | 6.13 |
| Mid Cap | 6.45 | 14.88 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.51 | 18.78 |
| Communication Services | 4.42 | 3.12 |
| Energy | 2.54 | 5.59 |
| Technology | 6.29 | 8.14 |
| Basic Materials | 2.84 | 4.38 |
| Industrials | 7.68 | 6.18 |
| Financial Services | 23.59 | 25.67 |
| Healthcare | 6.16 | 8.89 |
| Real Estate | 0.07 | 0.88 |
| Consumer Cyclical | 6.74 | 8.95 |
| Consumer Defensive | 3.26 | 5.64 |
| Utilities | 0.91 | 3.78 |
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