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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Invesco India Dynamic Equity Fund compare

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tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ₹978 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 2.19% 2.67%
6 Month 4.08% 0.99%
1 Year 9.44% 5.73%
3 Year - 16.36%
5 Year - 13.64%

SIP Return Analysis

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Invesco India Dynamic Equity Fund - Growth
6 Month 6.77% 5.93%
1 Year 13.08% 8.6%
3 Year - 13.9%
5 Year - 12.78%

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 - 8.11%
Sharp - 1.12%
Beta - 1.05%
Alpha - 1.14%

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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 36.8 31.22
Large Cap 48.43 58.08
Small Cap 9.44 1.76
Mid Cap 5.33 8.94

Sector Allocation

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Invesco India Dynamic Equity Fund - Growth

Others 32.59 31.22
Communication Services 4.85 -
Basic Materials 7.03 -
Energy 2.87 -
Technology 7.15 -
Industrials 7.48 -
Financial Services 22.31 -
Healthcare 4.95 -
Consumer Cyclical 6.61 -
Consumer Defensive 3.16 -
Utilities 1 -
Telecom - Services - 2.7
Petroleum Products - 4.9
IT - Software - 9.16
Construction - 6.49
Healthcare Services - 2.33
Other Utilities - 0.12
Non - Ferrous Metals - 0.79
Banks - 12.09
Pharmaceuticals & Biotechnology - 6.81
Cement & Cement Products - 0.95
Power - 1.28
Automobiles - 4.12
Commercial Services & Supplies - 0.7
Finance - 1.99
Insurance - 2.01
Beverages - 1.2
Food Products - 1.26
Aerospace & Defense - 1.47
Consumer Durables - 2.59
Retailing - 4.03
Realty - 0.91
Transport Services - 0.88

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