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) | ₹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 | 2.75% | 1.45% |
6 Month | 2.07% | -0.99% |
1 Year | 11.67% | 4.76% |
3 Year | - | 11.55% |
5 Year | - | 15.28% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.84% | 1.4% |
1 Year | 6.32% | -0.68% |
3 Year | - | 11.61% |
5 Year | - | 11.95% |
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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