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Compare Mutual Funds
Comparing Quant Dynamic Asset Allocation Fund vs WhiteOak Capital Balanced Advantage FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - hybrid, dynamic asset allocation
- hybrid, dynamic asset allocation
- Fund Age
- 2 yrs 8 m
- 2 yrs 10 m
- Fund Size
- ₹1,137 Cr
- ₹2,015 Cr
- 3 months
- 2.21%
- 3.37%
- 6 months
- 2.25%
- 5.38%
- 1 year
- 2.63%
- 8.09%
- 3 year
- NA
- NA
- 5 year
- NA
- NA
- Standard Deviation
- NA
- NA
- Sharpe
- NA
- NA
- Beta
- NA
- NA
- Sortino
- NA
- NA
- Alpha
- NA
- NA
- Top 3 sectors
- Financial (15.24%)
- Automobile (12.829999999999998%)
- Construction (10.370000000000001%)
- Financial (21.45%)
- Technology (8.56%)
- Services (5.99%)
- Top 5 holdings
- State Bank of India (10.56%)
- Tata Power Company Ltd. (9.51%)
- ITC Ltd. (7.92%)
- Reserve Bank of India (7.32%)
- HDFC Life Insurance Co Ltd. (6.13%)
- GOI (11.18%)
- ICICI Bank Ltd. (6.46%)
- HDFC Bank Ltd. (5.53%)
- Infosys Ltd. (4.82%)
- Bharti Airtel Ltd. (3.1%)
- Equity%
- 85.371165%
- 59.24768211%
- Debt%
- 7.793119%
- 31.31946021%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- 6.52%
- Modified Duration
- NA
- 4.39 yrs
- Avg. Maturity
- NA
- 8.03 yrs
- Avg. Credit Quality
- Very low (SOV)
- Low (SOV)
- Expense Ratio
- 0.76%
- 0.56%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- NIFTY 50 Hybrid Composite Debt 50:50 Index
- CRISIL Hybrid 50+50 Moderate Index
- Min. Investment
- SIP ₹1000 & Lumpsum ₹5000
- SIP ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Sanjeev Sharma
- Vasav Sahgal
- Ankit A Pande
- Sandeep Tandon
- Varun Pattani
- Ayusha Kumbhat
- Piyush Baranwal
- Ramesh Mantri
- Trupti Agrawal
- Dheeresh Pathak
- Ashish Agrawal
