All comparisons
Head-to-head
Axis Balanced Advantage Fund - Direct Plan - Growth OptionvsWhiteOak Capital Balanced Advantage Fund - Direct Plan - Growth Option
Side-by-side comparison of Axis Balanced Advantage Fund - Direct Plan - Growth Option and WhiteOak Capital Balanced Advantage Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybrid
Axis Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.42 L
5Y ago₹1.60 L
hybrid
WhiteOak Capital Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.42 L
5Y ago—
Normalised price over time
Both funds start 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 | Axis Balanced Advantage Fund - … | WhiteOak Capital Balanced Advan… |
|---|---|---|
| Fund house | Axis Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation |
| Latest NAV | ₹24.27 | ₹15.775 |
| Assets managed (AUM) | — | — |
| 1Y return | 4.48% | 5.87% |
| 3Y CAGR | 12.27% | 12.51% |
| 5Y CAGR | 9.81% | — |
| Since inception CAGR | 10.18% | 13.83% |
| Bumpiness · 3Y (annualised σ) | 8.02 | 8.32 |
| Worst drop ever | -17.16% | -9.58% |
| Sharpe · 3Y (rf=6%) | 0.71 | 0.73 |
Explore each fund individually
Axis Balanced Advantage Fund - Direct Plan - Growth Option →WhiteOak Capital Balanced Advantage Fund - Direct Plan - Growth Option →
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