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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) | ₹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 | 2.33% | 2.31% |
| 6 Month | 4.57% | 4.93% |
| 1 Year | 12.18% | 10.75% |
| 3 Year | - | 14% |
| 5 Year | - | 17.64% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 5.25% | 5.51% |
| 1 Year | 10.92% | 10.88% |
| 3 Year | - | 14.23% |
| 5 Year | - | 13.65% |
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 | - | 1.1% |
| Beta | - | 0.72% |
| Alpha | - | 2.73% |
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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 | 10.99 |
| Large Cap | 48.83 | 61.05 |
| Small Cap | 9.41 | 1.01 |
| Mid Cap | 7.39 | 5.31 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 32.88 | 7.76 |
| 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 | - | 2.49 |
| Petroleum Products | - | 3.56 |
| Electrical Equipment | - | 0.15 |
| IT - Software | - | 5.85 |
| Cement & Cement Products | - | 1.65 |
| Construction | - | 2.92 |
| Ferrous Metals | - | 0.48 |
| Consumer Durables | - | 1.13 |
| Diversified FMCG | - | 2.16 |
| Non - Ferrous Metals | - | 0.72 |
| Banks | - | 14.62 |
| Realty | - | 3.18 |
| Pharmaceuticals & Biotechnology | - | 2.66 |
| Leisure Services | - | 0.2 |
| Automobiles | - | 8.81 |
| Aerospace & Defense | - | 0.01 |
| Auto Components | - | 2.02 |
| Chemicals & Petrochemicals | - | 0.51 |
| Finance | - | 2.35 |
| Insurance | - | 2.13 |
| Capital Markets | - | 1.1 |
| Retailing | - | 4.06 |
| Diversified Metals | - | 0.17 |
| Oil | - | 0.51 |
| Food Products | - | 1.09 |
| Industrial Products | - | 1.15 |
| Healthcare Services | - | 0.32 |
| Consumable Fuels | - | 0.2 |
| Fertilizers & Agrochemicals | - | 1.1 |
| Transport Services | - | 1.25 |
| Power | - | 1.76 |
| Transport Infrastructure | - | 0.18 |
| Commercial Services & Supplies | - | 0.11 |
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