- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1812 Cr | ₹65711 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 | 1.04% | 2.27% |
| 6 Month | 11.05% | 11.52% |
| 1 Year | 4.91% | 6.21% |
| 3 Year | - | 12.99% |
| 5 Year | - | 14.42% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 2.91% | 3.85% |
| 1 Year | 10.82% | 13.59% |
| 3 Year | - | 13.54% |
| 5 Year | - | 12.97% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 20.73% | 10.92% |
| 3 Year | - | 11.85% |
| 5 Year | - | 12.5% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 4.42% |
| Sharp | - | 1.19% |
| Beta | - | 0.1% |
| Alpha | - | 6.05% |
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 | 38.85 | 35.06 |
| Large Cap | 45.87 | 57.79 |
| Small Cap | 8.83 | 1.13 |
| Mid Cap | 6.45 | 6.01 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 35.51 | 29.3 |
| Communication Services | 4.42 | 2.73 |
| Energy | 2.54 | 3.9 |
| Technology | 6.29 | 6.11 |
| Basic Materials | 2.84 | 4.65 |
| Industrials | 7.68 | 6.52 |
| Financial Services | 23.59 | 19.75 |
| Healthcare | 6.16 | 2.93 |
| Real Estate | 0.07 | 4.61 |
| Consumer Cyclical | 6.74 | 12.69 |
| Consumer Defensive | 3.26 | 4.94 |
| Utilities | 0.91 | 1.86 |
Top Comparisons
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns12.58%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns20.57%
ICICI Prudential Gilt Fund - Growth
3Y Returns7.69%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns6.8%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns15.17%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns12.92%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns14%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns13.26%
