WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs HSBC Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1044 Cr | ₹1446 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Feb 2023 | 01 Jan 2013 |
| 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% | 49% |
| Expense Ratio | 2.16 | 2.12 |
| Manager | Piyush Baranwal | Mahesh A Chhabria |
| ISIN Code | INF03VN01720 | INF917K01KY4 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.05% | 0.98% |
| 6 Month | 13.17% | 10.57% |
| 1 Year | 24.92% | 23.64% |
| 3 Year | - | 11.7% |
| 5 Year | - | 11.86% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.16% | 8.57% |
| 3 Year | 14.88% | 21.35% |
| 5 Year | 14.88% | 33.62% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.07% | 11.08% |
| 3 Year | 17% | 27.05% |
| 5 Year | 17% | 37.8% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 5.55% |
| Sharp | - | 0.82% |
| Beta | - | 0.73% |
| Alpha | - | 1.73% |
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| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Mahesh A Chhabria |
| Total AUM | ₹5379 Cr | ₹15021 Cr |
| Fund Manage | 9 | 9 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 35.73 | 33.62 |
| Large Cap | 49.34 | 30.99 |
| Mid Cap | 4.52 | 18.95 |
| Small Cap | 10.42 | 16.44 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 19.17 | 2.29 |
| Financial | 28.07 | 33.15 |
| Insurance | 0.91 | - |
| Materials | 1.78 | 3.09 |
| Healthcare | 4.27 | 7.24 |
| Communication | 1.43 | 2.74 |
| Technology | 4.28 | 3.94 |
| Energy | 2.98 | 6.84 |
| Construction | 2.31 | 6.93 |
| Metals & Mining | 1.71 | 0.97 |
| Sovereign | 12.93 | 11.69 |
| Services | 6.12 | 7.59 |
| Automobile | 2.12 | 1.22 |
| Capital Goods | 5.24 | 4.76 |
| Consumer Staples | 4.03 | 4.63 |
| Consumer Discretionary | 1.66 | 1.12 |
| Chemicals | 0.63 | 1.32 |
| Textiles | 0.37 | 0.48 |
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