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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) | ₹2093 Cr | ₹1121 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 | -0.29% | -0.73% |
| 6 Month | 1.32% | 0.39% |
| 1 Year | 8.4% | 4.19% |
| 3 Year | - | 12.54% |
| 5 Year | - | 10% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 0.11% | -0.51% |
| 1 Year | 6.82% | 4.47% |
| 3 Year | - | 9.06% |
| 5 Year | - | 10.21% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 13.64% | 10.69% |
| 3 Year | - | 11.12% |
| 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 | - | 0.85% |
| Beta | - | 1.1% |
| Alpha | - | 0.83% |
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 | 38.45 | 32.06 |
| Large Cap | 42.93 | 63.06 |
| Small Cap | 10.1 | 1.41 |
| Mid Cap | 8.53 | 3.47 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 33.81 | 29.16 |
| Communication Services | 4.43 | 1.31 |
| Energy | 2.63 | 4.71 |
| Technology | 8.19 | 9.15 |
| Basic Materials | 6.35 | 2.02 |
| Industrials | 5.69 | 6.83 |
| Financial Services | 21.25 | 21.33 |
| Healthcare | 4.98 | 7.37 |
| Real Estate | 0.49 | 0.53 |
| Consumer Cyclical | 9.47 | 9.34 |
| Consumer Defensive | 2.1 | 7.06 |
| Utilities | 0.62 | 1.2 |
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