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 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% |
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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 |
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 |
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