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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹1738 Cr | ₹987 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Feb 2023 | 27 Sep 2016 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 0.0% | 260% |
| Expense Ratio | 2.09 | 2.19 |
| Manager | Piyush Baranwal | Rakesh Shetty |
| ISIN Code | INF03VN01720 | INF247L01585 |
| 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 | Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.59% | 0.54% |
| 6 Month | 8.63% | 9.72% |
| 1 Year | 7.67% | -8.19% |
| 3 Year | - | 8.6% |
| 5 Year | - | 7.99% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.03% | 6.35% |
| 1 Year | 8.36% | -0.6% |
| 3 Year | - | 5.64% |
| 5 Year | - | 6.85% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.73% | 8.45% |
| 3 Year | - | 8.28% |
| 5 Year | - | 8.75% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.50% |
| Sharp | - | 0.23% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Rakesh Shetty |
| Total AUM | ₹5379 Cr | ₹33886 Cr |
| Funds Managed | 9 | 19 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 38.85 | 28.48 |
| Large Cap | 45.87 | 30.04 |
| Small Cap | 8.83 | 16.72 |
| Mid Cap | 6.45 | 24.77 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.51 | 8.32 |
| Communication Services | 4.42 | 5.82 |
| Energy | 2.54 | - |
| Technology | 6.29 | 24.66 |
| Basic Materials | 2.84 | 14.91 |
| Industrials | 7.68 | 3.6 |
| Financial Services | 23.59 | 13.49 |
| Healthcare | 6.16 | 10.1 |
| Real Estate | 0.07 | - |
| Consumer Cyclical | 6.74 | 19.1 |
| Consumer Defensive | 3.26 | - |
| Utilities | 0.91 | - |
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