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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) | ₹2015 Cr | ₹1091 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 | -0.37% | -0.22% |
| 6 Month | 3.85% | 2.84% |
| 1 Year | 5.08% | 0.96% |
| 3 Year | - | 12.25% |
| 5 Year | - | 11.26% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 1.6% | 1.34% |
| 1 Year | 11.06% | 8.67% |
| 3 Year | - | 10.77% |
| 5 Year | - | 11.05% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 19.69% | 10.75% |
| 3 Year | - | 11.1% |
| 5 Year | - | 11.12% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.82% |
| Beta | - | 1.09% |
| Alpha | - | 1.02% |
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 | 35.58 | 39.91 |
| Large Cap | 46.16 | 51.56 |
| Small Cap | 8.94 | 1.62 |
| Mid Cap | 9.32 | 6.91 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 32.08 | 34.6 |
| Communication Services | 4.32 | 2.71 |
| Energy | 2.68 | 4.6 |
| Technology | 9.73 | 8.81 |
| Basic Materials | 5.21 | 1.92 |
| Industrials | 5.74 | 8.21 |
| Financial Services | 22 | 15.9 |
| Healthcare | 5.2 | 8.83 |
| Real Estate | 0.47 | 0.84 |
| Consumer Cyclical | 9.14 | 10.16 |
| Consumer Defensive | 2.72 | 2.26 |
| Utilities | 0.71 | 1.15 |
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