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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Invesco India Dynamic Equity Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2093 Cr | ₹1121 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Feb 2023 | 04 Oct 2007 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 0.0% | 173% |
| Expense Ratio | 2.09 | 2.15 |
| Manager | Piyush Baranwal | Amit Ganatra |
| ISIN Code | INF03VN01720 | INF205K01213 |
| 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 | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | -0.87% | -0.94% |
| 6 Month | 1.76% | 0.79% |
| 1 Year | 6.85% | 2.53% |
| 3 Year | - | 12.73% |
| 5 Year | - | 11.11% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 0.83% | 0.41% |
| 1 Year | 8.77% | 6.43% |
| 3 Year | - | 10.4% |
| 5 Year | - | 10.98% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 19.69% | 10.73% |
| 3 Year | - | 11.11% |
| 5 Year | - | 11.12% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.82% |
| Beta | - | 1.09% |
| Alpha | - | 1.02% |
Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Amit Ganatra |
| Total AUM | ₹5379 Cr | ₹23585 Cr |
| Funds Managed | 9 | 5 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 36.89 | 32.93 |
| Large Cap | 44.56 | 59 |
| Small Cap | 8.79 | 1.48 |
| Mid Cap | 9.76 | 6.59 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 32.68 | 27.06 |
| Communication Services | 4.14 | 3.99 |
| Energy | 2.95 | 4.72 |
| Technology | 7.53 | 9.31 |
| Basic Materials | 5.89 | 1.78 |
| Industrials | 7.08 | 8.39 |
| Financial Services | 22.02 | 18.64 |
| Healthcare | 5.09 | 8.68 |
| Real Estate | 0.47 | 0.75 |
| Consumer Cyclical | 9.43 | 12.44 |
| Consumer Defensive | 2.08 | 2.93 |
| Utilities | 0.64 | 1.32 |
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