Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Invesco India Balanced Advantage Fund - Direct Plan - Growth
3Y ago₹1.33 L
5Y ago₹1.54 L
hybridDirect
WhiteOak Capital Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.42 L
5Y ago—
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Invesco India Balanced Advantag… | WhiteOak Capital Balanced Advan… |
|---|---|---|
| Fund house | Invesco Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation |
| Plan | Direct | Direct |
| Latest NAV | ₹63.57 | ₹15.775 |
| Assets managed (AUM) | — | — |
| 1M return | 0.06% | 0.13% |
| 6M return | 0.52% | 6.70% |
| 1Y return | -0.06% | 5.87% |
| 3Y CAGR | 9.94% | 12.51% |
| 5Y CAGR | 9.02% | — |
| Since inception CAGR | 11.82% | 13.83% |
| Bumpiness · 3Y (annualised σ) | 8.40 | 8.32 |
| Worst drop ever | -26.49% | -9.58% |
| Sharpe · 3Y (rf=6%) | 0.44 | 0.73 |