WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs HDFC Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
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 | 2.05% | 0.8% |
6 Month | 13.17% | 14.14% |
1 Year | 24.92% | 37.88% |
3 Year | - | 25.15% |
5 Year | - | 22.06% |
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
6 Month | - | - |
1 Year | 10.16% | 16.09% |
3 Year | 14.88% | 46.46% |
5 Year | 14.88% | 86.54% |
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
1 Year | 15.07% | 23.04% |
3 Year | 17% | 65.03% |
5 Year | 17% | 91.64% |
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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Get Free Experts GuidanceScheme 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 | 35.73 | 34.85 |
Large Cap | 49.34 | 51.6 |
Small Cap | 10.42 | 7.44 |
Mid Cap | 4.52 | 6.11 |
Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
Others | 19.17 | 33.27 |
Sovereign | 12.93 | - |
Energy | 2.98 | - |
Financial | 28.07 | - |
Construction | 2.31 | 4.33 |
Metals & Mining | 1.71 | - |
Consumer Staples | 4.03 | - |
Capital Goods | 5.24 | - |
Consumer Discretionary | 1.66 | - |
Services | 6.12 | - |
Materials | 1.78 | - |
Technology | 4.28 | - |
Communication | 1.43 | - |
Automobile | 2.12 | - |
Healthcare | 4.27 | - |
Chemicals | 0.63 | - |
Insurance | 0.91 | 0.8 |
Textiles | 0.37 | - |
Banks | - | 16.75 |
Consumable Fuels | - | 3.64 |
Power | - | 4.33 |
Petroleum Products | - | 4.65 |
IT - Software | - | 4.11 |
Diversified FMCG | - | 2.39 |
Telecom - Services | - | 2.17 |
Finance | - | 4.33 |
Pharmaceuticals & Biotechnology | - | 3.16 |
Automobiles | - | 2.62 |
Gas | - | 1 |
Aerospace & Defense | - | 2.96 |
Industrial Manufacturing | - | 1.87 |
Realty | - | 1.28 |
Transport Infrastructure | - | 0.96 |
Electrical Equipment | - | 0.62 |
Auto Components | - | 0.97 |
Agricultural, Commercial & Construction Vehicles | - | 0.69 |
Oil | - | 0.39 |
Consumer Durables | - | 0.45 |
Diversified Metals | - | 0.28 |
Industrial Products | - | 0.27 |
Chemicals & Petrochemicals | - | 0.2 |
Healthcare Services | - | 0.17 |
Ferrous Metals | - | 0.26 |
Entertainment | - | 0.15 |
Food Products | - | 0.12 |
Non - Ferrous Metals | - | 0.12 |
Metals & Minerals Trading | - | 0.09 |
Transport Services | - | 0.15 |
Capital Markets | - | 0.08 |
Cement & Cement Products | - | 0.13 |
Fertilizers & Agrochemicals | - | 0.09 |
Financial Technology (Fintech) | - | 0.04 |
Leisure Services | - | 0.06 |
Retailing | - | 0.03 |
Personal Products | - | 0.01 |
Agricultural Food & other Products | - | 0.01 |
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