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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
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) | ₹1328 Cr | ₹94251 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Feb 2023 | 11 Sep 2000 |
| 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 | 2.09 | 1.35 |
| Manager | Piyush Baranwal | Anil Bamboli |
| ISIN Code | INF03VN01720 | INF179K01830 |
| Exits Load | WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Month | 3.6% | 3.95% |
| 6 Month | -3.4% | -5.02% |
| 1 Year | 11.59% | 9.38% |
| 3 Year | - | 20.03% |
| 5 Year | - | 27.06% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | 0.1% | -0.67% |
| 1 Year | 3.32% | -1.24% |
| 3 Year | - | 17.99% |
| 5 Year | - | 20.9% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 22.06% | 18.17% |
| 3 Year | - | 15.89% |
| 5 Year | - | 14.91% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 9.701% |
| Sharp | - | 1.207% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 9 | 12 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund - Growth Plan |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 34.38 | 45.54 |
| Large Cap | 48.83 | 52.58 |
| Small Cap | 9.41 | 6.1 |
| Mid Cap | 7.39 | 6.45 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 32.88 | 43.92 |
| Basic Materials | 5.2 | 2 |
| Energy | 5.05 | 7.4 |
| Technology | 7.68 | 5.37 |
| Industrials | 6.57 | 8.87 |
| Financial Services | 22.84 | 22.36 |
| Healthcare | 5.35 | 4.17 |
| Consumer Cyclical | 7.91 | 5.5 |
| Consumer Defensive | 1.86 | 2.65 |
| Communication Services | 3.13 | 2.71 |
| Real Estate | 0.31 | 1.44 |
| Utilities | 1.23 | 4.3 |
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