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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) | ₹1897 Cr | ₹66751 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 | 0.99% | 0.93% |
| 6 Month | 4.99% | 6.03% |
| 1 Year | 7.11% | 9.3% |
| 3 Year | - | 13.1% |
| 5 Year | - | 13.95% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 2.59% | 3.24% |
| 1 Year | 11.5% | 13.82% |
| 3 Year | - | 13.29% |
| 5 Year | - | 12.81% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 19.69% | 10.85% |
| 3 Year | - | 11.89% |
| 5 Year | - | 12.54% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 4.42% |
| Sharp | - | 1.26% |
| Beta | - | 0.12% |
| Alpha | - | 6.3% |
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 | 36.19 | 34.29 |
| Large Cap | 46.06 | 59.24 |
| Small Cap | 8.69 | 1.37 |
| Mid Cap | 9.06 | 5.09 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 32.68 | 28.53 |
| Communication Services | 4.24 | 3.16 |
| Energy | 2.57 | 4.24 |
| Technology | 5.8 | 6.89 |
| Basic Materials | 5.04 | 4.32 |
| Industrials | 7.22 | 6.33 |
| Financial Services | 24.57 | 18.73 |
| Healthcare | 5.27 | 2.69 |
| Real Estate | 0.39 | 4.67 |
| Consumer Cyclical | 9.52 | 14.07 |
| Consumer Defensive | 1.96 | 4.67 |
| Utilities | 0.73 | 1.71 |
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