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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) | ₹2015 Cr | ₹13239 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 | 0.79% | 1.04% |
| 6 Month | 4.04% | 4.6% |
| 1 Year | 5.66% | 4.6% |
| 3 Year | - | 11.86% |
| 5 Year | - | 12.4% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.43% | 3.13% |
| 1 Year | 12% | 12.22% |
| 3 Year | - | 11.2% |
| 5 Year | - | 11.16% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.69% | 9.2% |
| 3 Year | - | 11.71% |
| 5 Year | - | 11.5% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.00% |
| Sharp | - | 0.65% |
| Beta | - | 1.13% |
| 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 | 35.58 | 23.07 |
| Large Cap | 46.16 | 56.28 |
| Small Cap | 8.94 | 6.28 |
| Mid Cap | 9.32 | 14.37 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.08 | 19.18 |
| Communication Services | 4.32 | 3.91 |
| Energy | 2.68 | 4.81 |
| Technology | 9.73 | 9.05 |
| Basic Materials | 5.21 | 4.95 |
| Industrials | 5.74 | 6.55 |
| Financial Services | 22 | 27.51 |
| Healthcare | 5.2 | 6.22 |
| Real Estate | 0.47 | 0.53 |
| Consumer Cyclical | 9.14 | 10.64 |
| Consumer Defensive | 2.72 | 3.62 |
| Utilities | 0.71 | 3.04 |
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