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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs ICICI Prudential Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
ICICI Prudential Balanced Advantage Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1566 Cr | ₹63787 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 30 Dec 2006 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 0.0% | 16% |
| Expense Ratio | 2.09 | 1.44 |
| Manager | Piyush Baranwal | Sharmila D'mello |
| ISIN Code | INF03VN01720 | INF109K01BH2 |
| 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 | ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | 2.22% | 2.33% |
| 6 Month | 5.1% | 7.1% |
| 1 Year | 10.82% | 10.12% |
| 3 Year | - | 15.06% |
| 5 Year | - | 15.9% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 7.18% | 6.65% |
| 1 Year | 13.47% | 13.38% |
| 3 Year | - | 14.66% |
| 5 Year | - | 13.83% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 21.55% | 11% |
| 3 Year | - | 11.81% |
| 5 Year | - | 12.45% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 4.42% |
| Sharp | - | 1.25% |
| Beta | - | 0.73% |
| Alpha | - | 2.55% |
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Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Sharmila D'mello |
| Total AUM | ₹5379 Cr | ₹354743 Cr |
| Funds Managed | 9 | 35 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 34.38 | 9.86 |
| Large Cap | 48.83 | 60.32 |
| Small Cap | 9.41 | 0.99 |
| Mid Cap | 7.39 | 5.78 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 32.88 | 6.01 |
| Basic Materials | 5.2 | - |
| Energy | 5.05 | - |
| Technology | 7.68 | - |
| Industrials | 6.57 | - |
| Financial Services | 22.84 | - |
| Healthcare | 5.35 | - |
| Consumer Cyclical | 7.91 | - |
| Consumer Defensive | 1.86 | - |
| Communication Services | 3.13 | - |
| Real Estate | 0.31 | - |
| Utilities | 1.23 | - |
| Telecom - Services | - | 2.41 |
| Petroleum Products | - | 3.87 |
| Electrical Equipment | - | 0.15 |
| IT - Software | - | 6.05 |
| Cement & Cement Products | - | 1.6 |
| Construction | - | 2.55 |
| Consumer Durables | - | 1.19 |
| Diversified FMCG | - | 2.08 |
| Non - Ferrous Metals | - | 0.64 |
| Banks | - | 14.37 |
| Units of Real Estate Investment Trust (REITs) | - | 3.58 |
| Pharmaceuticals & Biotechnology | - | 2.79 |
| Leisure Services | - | 0.2 |
| Automobiles | - | 8.74 |
| Auto Components | - | 2.02 |
| Ferrous Metals | - | 0.38 |
| Units of Infrastructure Investment Trusts | - | 0.27 |
| Chemicals & Petrochemicals | - | 0.53 |
| Finance | - | 2.24 |
| Insurance | - | 2.34 |
| Capital Markets | - | 1.2 |
| Retailing | - | 3.73 |
| Diversified Metals | - | 0.15 |
| Realty | - | 0.01 |
| Oil | - | 0.49 |
| Food Products | - | 1.3 |
| Industrial Products | - | 1.11 |
| Healthcare Services | - | 0.33 |
| Consumable Fuels | - | 0.18 |
| Fertilizers & Agrochemicals | - | 1.2 |
| Transport Services | - | 1.24 |
| Power | - | 1.72 |
| Transport Infrastructure | - | 0.18 |
| Commercial Services & Supplies | - | 0.1 |
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