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) | ₹1566 Cr | ₹1024 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 | 1.24% | 1% |
6 Month | 6.69% | 3.77% |
1 Year | 7.81% | 3.29% |
3 Year | - | 15.3% |
5 Year | - | 12.89% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | 4.76% | 4.01% |
1 Year | 10.57% | 5.86% |
3 Year | - | 12.95% |
5 Year | - | 12.33% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Year | 21.55% | 11.29% |
3 Year | - | 10.91% |
5 Year | - | 10.92% |
Risk Management
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Standard Deviation | - | 7.47% |
Sharp | - | 1.24% |
Beta | - | 1.04% |
Alpha | - | 1.79% |
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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 | 37.25 | 37.94 |
Large Cap | 47.14 | 53 |
Small Cap | 8.45 | 1.68 |
Mid Cap | 7.17 | 7.38 |
Sector Allocation
Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 32.67 | 32.34 |
Communication Services | 4.9 | 2.82 |
Basic Materials | 5.61 | 1.84 |
Energy | 2.82 | 4.95 |
Technology | 7.12 | 10.07 |
Industrials | 7.65 | 9.34 |
Financial Services | 21.29 | 14.79 |
Healthcare | 6.41 | 9.07 |
Consumer Cyclical | 7.52 | 10.23 |
Consumer Defensive | 3.02 | 2.38 |
Utilities | 0.98 | 1.26 |
Real Estate | - | 0.91 |
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