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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| 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 | 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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