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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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 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) ₹1328 Cr ₹12238 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 4.33% 4.47%
6 Month 5.57% 3.48%
1 Year 13.51% 7.35%
3 Year - 14.17%
5 Year - 16.75%

SIP Return Analysis

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month 5.25% 4.39%
1 Year 10.92% 5.22%
3 Year - 12.99%
5 Year - 12.57%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 22.06% 9.77%
3 Year - 11.52%
5 Year - 11.23%

Risk Management

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation - 8.045%
Sharp - 0.5%
Beta - -
Alpha - -

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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 34.38 27.12
Large Cap 48.83 52.16
Small Cap 9.41 6.9
Mid Cap 7.39 13.82

Sector Allocation

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 32.88 27.05
Basic Materials 5.2 2.38
Energy 5.05 4.13
Technology 7.68 10.12
Industrials 6.57 3.8
Financial Services 22.84 21.21
Healthcare 5.35 7.32
Consumer Cyclical 7.91 9.99
Consumer Defensive 1.86 5.86
Communication Services 3.13 2.28
Real Estate 0.31 1.34
Utilities 1.23 4.53

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