WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Nippon India Balanced Advantage Fund compare

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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1812 Cr	₹9317 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

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month	1.78%	-0.8%
6 Month	11.17%	1.98%
1 Year	5.47%	12.89%
3 Year	-	11.83%
5 Year	-	12.32%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	2.91%	-
1 Year	10.82%	8.2%
3 Year	-	14.52%
5 Year	-	13.96%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	20.73%	14.38%
3 Year	-	11.8%
5 Year	-	12.32%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	-	7.02%
Sharp	-	0.66%
Beta	-	0.86%
Alpha	-	2.82%

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

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	35.9	41.92
Large Cap	45.69	51.08
Small Cap	9.11	7.54
Mid Cap	9.3	11.66

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	32.77	41.92
Communication Services	4.34	-
Energy	2.4	-
Technology	6.41	-
Basic Materials	5.36	-
Industrials	7.76	-
Financial Services	23.02	-
Healthcare	5.63	-
Real Estate	0.07	-
Consumer Cyclical	8.44	-
Consumer Defensive	2.96	-
Utilities	0.82	-
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