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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) | ₹2119 Cr | ₹13376 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 | -2.4% | -2.23% |
| 6 Month | -0.11% | 1.91% |
| 1 Year | 8.7% | 8.5% |
| 3 Year | - | 12.48% |
| 5 Year | - | 11.09% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.81% | -1% |
| 1 Year | 1.81% | 3.21% |
| 3 Year | - | 8.36% |
| 5 Year | - | 9.7% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.51% | 9.12% |
| 3 Year | - | 11.75% |
| 5 Year | - | 11.53% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.27% |
| Sharp | - | 0.86% |
| Beta | - | 1.12% |
| Alpha | - | 0.9% |
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 | 38.45 | 24.63 |
| Large Cap | 42.93 | 57.38 |
| Small Cap | 10.1 | 4.7 |
| Mid Cap | 8.53 | 13.3 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.81 | 20.05 |
| Communication Services | 4.43 | 3.68 |
| Energy | 2.63 | 5.92 |
| Technology | 8.19 | 8.53 |
| Basic Materials | 6.35 | 5.64 |
| Industrials | 5.69 | 6.19 |
| Financial Services | 21.25 | 25.56 |
| Healthcare | 4.98 | 6.59 |
| Real Estate | 0.49 | 0.62 |
| Consumer Cyclical | 9.47 | 11.19 |
| Consumer Defensive | 2.1 | 4.57 |
| Utilities | 0.62 | 1.47 |
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