WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs HDFC Balanced Advantage Fund compare

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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HDFC Balanced Advantage Fund - Growth Plan

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Overview

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund - Growth Plan
Fund	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1044 Cr	₹89878 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	10 Feb 2023	01 Feb 1994
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	0.0%	21.38%
Expense Ratio	2.16	1.36
Manager	Piyush Baranwal	Anil Bamboli
ISIN Code	INF03VN01720	INF179K01830
Exits Load	Exit load of 1%, if redeemed within 1 month./365	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Month	1.8%	0.29%
6 Month	10.44%	5.06%
1 Year	21.65%	24.37%
3 Year	-	22.44%
5 Year	-	20.07%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	13.43%	11.4%
3 Year	-	23.57%
5 Year	-	24.15%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Year	22.74%	18.18%
3 Year	-	15.79%
5 Year	-	14.82%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	-	9.4%
Sharp	-	1.72%
Beta	-	0.99%
Alpha	-	11.94%

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Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund - Growth Plan
Name	Piyush Baranwal	Anil Bamboli
Total AUM	₹5379 Cr	₹135442 Cr
Fund Manage	9	12
	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund - Growth Plan

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	18.46	34.85
Small Cap	9.67	7.44
Large Cap	52.26	51.6
Mid Cap	6.65	6.11

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	18.46	33.27
Realty	0.2	1.28
Petroleum Products	3.55	4.65
IT - Software	5.36	4.11
Pharmaceuticals & Biotechnology	5.39	3.16
Construction	2.41	4.33
Finance	4.63	4.33
Consumer Durables	2.12	0.45
Non - Ferrous Metals	2.15	0.12
Banks	14.49	16.75
Healthcare Services	0.55	0.17
Electrical Equipment	1.72	0.62
Auto Components	0.45	0.97
Cement & Cement Products	0.66	0.13
Ferrous Metals	0.44	0.26
Leisure Services	0.16	0.06
Personal Products	1.13	0.01
Industrial Products	0.71	0.27
Automobiles	2.03	2.62
Insurance	1.51	0.8
Beverages	0.45	-
Healthcare Equipment & Supplies	0.65	-
IT - Services	0.82	-
Food Products	1.75	0.12
Aerospace & Defense	0.74	2.96
Oil	0.68	0.39
Chemicals & Petrochemicals	0.71	0.2
Capital Markets	3.82	0.08
Telecom - Services	1.88	2.17
Financial Technology (Fintech)	0.28	0.04
Metals & Minerals Trading	1.45	0.09
Transport Services	0.49	0.15
Retailing	2.78	0.03
Household Products	0.52	-
Power	1.69	4.33
Commercial Services & Supplies	0.21	-
Industrial Manufacturing	-	1.87
Diversified FMCG	-	2.39
Agricultural, Commercial & Construction Vehicles	-	0.69
Gas	-	1
Entertainment	-	0.15
Agricultural Food & other Products	-	0.01
Diversified Metals	-	0.28
Transport Infrastructure	-	0.96
Consumable Fuels	-	3.64
Fertilizers & Agrochemicals	-	0.09