- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs PGIM India Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1328 Cr | ₹978 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Feb 2023 | 04 Feb 2021 |
| 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% | % |
| Expense Ratio | 2.09 | 2.18 |
| Manager | Piyush Baranwal | Puneet Pal |
| ISIN Code | INF03VN01720 | INF663L01V72 |
| 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 | PGIM India Balanced Advantage Fund - Growth charges 0.5% 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 | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.75% | 3.13% |
| 6 Month | 2.07% | 0.2% |
| 1 Year | 11.67% | 7.31% |
| 3 Year | - | 9.66% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.84% | 2.37% |
| 1 Year | 6.32% | 1.78% |
| 3 Year | - | 9.82% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.06% | 10.32% |
| 3 Year | - | 9.8% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.876% |
| Sharp | - | 0.244% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Puneet Pal |
| Total AUM | ₹5379 Cr | ₹20950 Cr |
| Funds Managed | 9 | 19 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.38 | 34.77 |
| Large Cap | 48.83 | 48.73 |
| Small Cap | 9.41 | 5.51 |
| Mid Cap | 7.39 | 10.99 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.88 | 33.82 |
| Basic Materials | 5.2 | 3.5 |
| Energy | 5.05 | 5.63 |
| Technology | 7.68 | 6.76 |
| Industrials | 6.57 | 8.3 |
| Financial Services | 22.84 | 19.03 |
| Healthcare | 5.35 | 5.6 |
| Consumer Cyclical | 7.91 | 7.01 |
| Consumer Defensive | 1.86 | 5.03 |
| Communication Services | 3.13 | 3.41 |
| Real Estate | 0.31 | 0.75 |
| Utilities | 1.23 | 1.15 |
Top Comparisons
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns18.76%
Quant Multi Asset Fund-Growth
3Y Returns17.14%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns18.49%
Quant BFSI Fund Regular - Growth
3Y Returns0%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.24%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.25%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns21.6%
Invesco India Midcap Fund - Growth Option
3Y Returns22.99%
