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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 Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2119 Cr | ₹108205 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 Regular Growth |
|---|---|---|
| 1 Month | -1.53% | -1.04% |
| 6 Month | 0.38% | 1.76% |
| 1 Year | 7.96% | 8.51% |
| 3 Year | - | 17.9% |
| 5 Year | - | 19.39% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.15% | 1.77% |
| 1 Year | 8.31% | 9.26% |
| 3 Year | - | 12.65% |
| 5 Year | - | 16.19% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 13.51% | 17.24% |
| 3 Year | - | 16.36% |
| 5 Year | - | 15.13% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.63% |
| Sharp | - | 1.23% |
| Beta | - | 1.17% |
| Alpha | - | 4.60% |
Fund Managers
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 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 Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 38.45 | 33.08 |
| Large Cap | 42.93 | 54.16 |
| Small Cap | 10.1 | 5.3 |
| Mid Cap | 8.53 | 7.46 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 33.81 | 28.63 |
| Communication Services | 4.43 | 3.63 |
| Energy | 2.63 | 7.8 |
| Technology | 8.19 | 6.48 |
| Basic Materials | 6.35 | 2.21 |
| Industrials | 5.69 | 8.05 |
| Financial Services | 21.25 | 23.72 |
| Healthcare | 4.98 | 4.22 |
| Real Estate | 0.49 | 1.83 |
| Consumer Cyclical | 9.47 | 6.99 |
| Consumer Defensive | 2.1 | 2.5 |
| Utilities | 0.62 | 3.94 |
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