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) | ₹1328 Cr | ₹60347 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 | 1.48 |
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 | 2.75% | 3.11% |
6 Month | 2.07% | 2.79% |
1 Year | 11.67% | 9.91% |
3 Year | - | 12.95% |
5 Year | - | 16.36% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
6 Month | 2.84% | 3.47% |
1 Year | 6.32% | 6.72% |
3 Year | - | 13.18% |
5 Year | - | 13.22% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
1 Year | 22.06% | 11.05% |
3 Year | - | 11.77% |
5 Year | - | 12.39% |
Risk Management
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
Standard Deviation | - | 4.42% |
Sharp | - | 0.74% |
Beta | - | 0.69% |
Alpha | - | 2.58% |
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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 | 50.87 |
Large Cap | 48.83 | 59.33 |
Small Cap | 9.41 | 0.93 |
Mid Cap | 7.39 | 5.71 |
Sector Allocation
Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
Others | 32.88 | 50.61 |
Basic Materials | 5.2 | 4.97 |
Energy | 5.05 | 3.73 |
Technology | 7.68 | 6.35 |
Industrials | 6.57 | 5.43 |
Financial Services | 22.84 | 19.55 |
Healthcare | 5.35 | 3.1 |
Consumer Cyclical | 7.91 | 13.79 |
Consumer Defensive | 1.86 | 4.85 |
Communication Services | 3.13 | 2.6 |
Real Estate | 0.31 | 0.09 |
Utilities | 1.23 | 1.76 |
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