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) | ₹1222 Cr | ₹94866 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 | 2.12 | 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 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Month | -4.21% | -4.6% |
| 6 Month | 1.06% | -3.27% |
| 1 Year | 13.28% | 12.55% |
| 3 Year | - | 19.29% |
| 5 Year | - | 18.93% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.18% | 4.28% |
| 3 Year | - | 20.55% |
| 5 Year | - | 22.28% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 22.51% | 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 | 46.37 |
| Small Cap | 9.67 | 7.04 |
| Large Cap | 52.26 | 54.24 |
| Mid Cap | 6.65 | 6.84 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 18.46 | 46.37 |
| Realty | 0.2 | 1.36 |
| Petroleum Products | 3.55 | 4.95 |
| IT - Software | 5.36 | 4.29 |
| Pharmaceuticals & Biotechnology | 5.39 | 4.04 |
| Construction | 2.41 | 4.24 |
| Finance | 4.63 | 4.25 |
| Consumer Durables | 2.12 | 0.31 |
| Non - Ferrous Metals | 2.15 | 0.12 |
| Banks | 14.49 | 18.34 |
| Healthcare Services | 0.55 | 0.23 |
| Electrical Equipment | 1.72 | 0.68 |
| Auto Components | 0.45 | 0.88 |
| Cement & Cement Products | 0.66 | 0.19 |
| Ferrous Metals | 0.44 | 0.49 |
| Leisure Services | 0.16 | 0.06 |
| Personal Products | 1.13 | 0.01 |
| Industrial Products | 0.71 | 0.34 |
| Automobiles | 2.03 | 3.27 |
| Insurance | 1.51 | 0.84 |
| Beverages | 0.45 | - |
| Healthcare Equipment & Supplies | 0.65 | - |
| IT - Services | 0.82 | - |
| Food Products | 1.75 | 0.08 |
| Aerospace & Defense | 0.74 | 1.44 |
| Oil | 0.68 | 0.26 |
| Chemicals & Petrochemicals | 0.71 | 0.37 |
| Capital Markets | 3.82 | 0.1 |
| Telecom - Services | 1.88 | 2.55 |
| Financial Technology (Fintech) | 0.28 | 0.05 |
| Metals & Minerals Trading | 1.45 | 0.1 |
| Transport Services | 0.49 | 0.53 |
| Retailing | 2.78 | 0.03 |
| Household Products | 0.52 | - |
| Power | 1.69 | 4.23 |
| Commercial Services & Supplies | 0.21 | - |
| Industrial Manufacturing | - | 1.49 |
| Diversified FMCG | - | 2.77 |
| Agricultural, Commercial & Construction Vehicles | - | 0.65 |
| Gas | - | 0.78 |
| Agricultural Food & other Products | - | 0.04 |
| Diversified Metals | - | 0.02 |
| Entertainment | - | 0.11 |
| Transport Infrastructure | - | 0.87 |
| Consumable Fuels | - | 2.66 |
| Minerals & Mining | - | 0.01 |
| Fertilizers & Agrochemicals | - | 0.09 |
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