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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Nippon India Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1328 Cr | ₹8282 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 15 Nov 2004 |
| 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 Index |
| Turn Over | 0.0% | 334% |
| Expense Ratio | 2.09 | 1.76 |
| Manager | Piyush Baranwal | Ashutosh Bhargava |
| ISIN Code | INF03VN01720 | INF204K01596 |
| 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 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Month | 2.75% | -0.8% |
| 6 Month | 2.07% | 1.98% |
| 1 Year | 11.67% | 12.89% |
| 3 Year | - | 11.83% |
| 5 Year | - | 12.32% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | 2.84% | - |
| 1 Year | 6.32% | 8.2% |
| 3 Year | - | 14.52% |
| 5 Year | - | 13.96% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | 22.06% | 14.38% |
| 3 Year | - | 11.8% |
| 5 Year | - | 12.32% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Standard Deviation | - | 6.21% |
| Sharp | - | 0.79% |
| Beta | - | 0.86% |
| Alpha | - | 2.82% |
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Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Name | Piyush Baranwal | Ashutosh Bhargava |
| Total AUM | ₹5379 Cr | ₹121448 Cr |
| Funds Managed | 9 | 12 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 34.38 | 41.92 |
| Large Cap | 48.83 | 51.08 |
| Small Cap | 9.41 | 7.54 |
| Mid Cap | 7.39 | 11.66 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 32.88 | 41.92 |
| Basic Materials | 5.2 | - |
| Energy | 5.05 | - |
| Technology | 7.68 | - |
| Industrials | 6.57 | - |
| Financial Services | 22.84 | - |
| Healthcare | 5.35 | - |
| Consumer Cyclical | 7.91 | - |
| Consumer Defensive | 1.86 | - |
| Communication Services | 3.13 | - |
| Real Estate | 0.31 | - |
| Utilities | 1.23 | - |
| Petroleum Products | - | 2.38 |
| IT - Software | - | 7.22 |
| Cement & Cement Products | - | 1.12 |
| IT - Services | - | 0.27 |
| Construction | - | 2.1 |
| Consumer Durables | - | 2.52 |
| Diversified FMCG | - | 3.49 |
| Banks | - | 15.43 |
| Automobiles | - | 2.54 |
| Aerospace & Defense | - | 0.98 |
| Electrical Equipment | - | 1.62 |
| Pharmaceuticals & Biotechnology | - | 1.85 |
| Ferrous Metals | - | 0.52 |
| Realty | - | 1.82 |
| Transport Infrastructure | - | 2.16 |
| Personal Products | - | 1.61 |
| Industrial Products | - | 0.4 |
| Telecom - Services | - | 4.13 |
| Insurance | - | 2.85 |
| Finance | - | 1.76 |
| Transport Services | - | 0.46 |
| Retailing | - | 1.61 |
| Power | - | 3.35 |
| Financial Technology (Fintech) | - | 1.09 |
| Healthcare Services | - | 0.24 |
| Auto Components | - | 1.47 |
| Diversified | - | 0.55 |
| Other Utilities | - | 0.36 |
| Beverages | - | 1.42 |
| Textiles & Apparels | - | 0.74 |
| Food Products | - | 0.52 |
| Leisure Services | - | 1.7 |
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