WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs HSBC Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Invest NowHSBC Balanced Advantage Fund - Regular Growth
Invest NowChart 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 | 22.68% | 8.46% |
3 Year | - | 8.93% |
5 Year | - | 8.95% |
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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Get Free Experts GuidanceScheme 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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