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

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tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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tortoise-icon 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) ₹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 1.3% -0.8%
6 Month 3.86% 1.98%
1 Year 12% 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 5.25% -
1 Year 10.92% 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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