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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) | ₹2119 Cr | ₹70535 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 | -2.85% | -2.06% |
| 6 Month | -1.29% | 2.78% |
| 1 Year | 6.88% | 11.02% |
| 3 Year | - | 12.93% |
| 5 Year | - | 12.06% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | -1.81% | -0.19% |
| 1 Year | 1.81% | 6.95% |
| 3 Year | - | 11.03% |
| 5 Year | - | 11.63% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 13.51% | 10.85% |
| 3 Year | - | 11.98% |
| 5 Year | - | 12.61% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 4.42% |
| Sharp | - | 1.35% |
| Beta | - | 0.8% |
| Alpha | - | 3.14% |
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 | 38.45 | 34.35 |
| Large Cap | 42.93 | 58.52 |
| Small Cap | 10.1 | 1.45 |
| Mid Cap | 8.53 | 5.67 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 33.81 | 28.44 |
| Communication Services | 4.43 | 2.62 |
| Energy | 2.63 | 4.07 |
| Technology | 8.19 | 7.87 |
| Basic Materials | 6.35 | 4.4 |
| Industrials | 5.69 | 6.43 |
| Financial Services | 21.25 | 18.19 |
| Healthcare | 4.98 | 2.27 |
| Real Estate | 0.49 | 4.5 |
| Consumer Cyclical | 9.47 | 15.24 |
| Consumer Defensive | 2.1 | 4.27 |
| Utilities | 0.62 | 1.7 |
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