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 | ₹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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