Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Invest Now

tortoise-icon Invesco India Dynamic Equity Fund - Growth

Invest Now

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 Risk Very High Risk
Asset Size (Cr) ₹1328 Cr ₹935 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 -0.77% -1.26%
6 Month -0.11% -1.47%
1 Year 11.4% 9.19%
3 Year - 11.14%
5 Year - 10.51%

SIP Return Analysis

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Invesco India Dynamic Equity Fund - Growth
6 Month - -
1 Year 6.95% 4.79%
3 Year - 14.34%
5 Year - 13.07%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Invesco India Dynamic Equity Fund - Growth
1 Year 22.23% 11.45%
3 Year - 10.8%
5 Year - 10.87%

Risk Management

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Invesco India Dynamic Equity Fund - Growth
Standard Deviation - 7.47%
Sharp - 0.6%
Beta - 1.02%
Alpha - 2.1%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 18.46 33.34
Small Cap 9.67 4.9
Large Cap 52.26 51.99
Mid Cap 6.65 9.77

Sector Allocation

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Invesco India Dynamic Equity Fund - Growth

Others 18.46 33.34
Realty 0.2 0.97
Petroleum Products 3.55 4.97
IT - Software 5.36 11.39
Pharmaceuticals & Biotechnology 5.39 5.95
Construction 2.41 6.34
Finance 4.63 2.4
Consumer Durables 2.12 2.85
Non - Ferrous Metals 2.15 -
Banks 14.49 11.94
Healthcare Services 0.55 2.38
Electrical Equipment 1.72 2.2
Auto Components 0.45 -
Cement & Cement Products 0.66 0.71
Ferrous Metals 0.44 -
Leisure Services 0.16 -
Personal Products 1.13 -
Industrial Products 0.71 0.53
Automobiles 2.03 2.42
Insurance 1.51 0.9
Beverages 0.45 0.99
Healthcare Equipment & Supplies 0.65 -
IT - Services 0.82 -
Food Products 1.75 -
Aerospace & Defense 0.74 1.17
Oil 0.68 -
Chemicals & Petrochemicals 0.71 -
Capital Markets 3.82 -
Telecom - Services 1.88 1.93
Financial Technology (Fintech) 0.28 -
Metals & Minerals Trading 1.45 -
Transport Services 0.49 0.68
Retailing 2.78 3.46
Household Products 0.52 -
Power 1.69 1.77
Commercial Services & Supplies 0.21 -
Fertilizers & Agrochemicals - 0.71

Top Comparisons

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns13.5%

VS

Quant Absolute Fund-Growth Quant Absolute Fund-Growth

3Y Returns10.67%

Compare Now

ICICI Prudential Global Advantage Fund (FOF) - Growth Option ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns6.47%

VS

Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth

3Y Returns16.94%

Compare Now

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns6.13%

VS

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.69%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns13.71%

VS

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns10.93%

Compare Now
Add to Cart Successfully