WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs HSBC Balanced Advantage Fund compare

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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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	Moderately High
Asset Size (Cr)	₹1328 Cr	₹1504 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹1000
Launch Date	10 Feb 2023	07 Feb 2011
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	2.09	2.11
Manager	Piyush Baranwal	Mahesh A Chhabria
ISIN Code	INF03VN01720	INF917K01KY4
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	HSBC 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	HSBC Balanced Advantage Fund - Regular Growth
1 Month	4.97%	4.53%
6 Month	-0.04%	-1.74%
1 Year	12.5%	8.02%
3 Year	-	10.67%
5 Year	-	12.08%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	2.12%	0.6%
1 Year	5.87%	2.02%
3 Year	-	11.7%
5 Year	-	10.54%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	22.06%	8.61%
3 Year	-	9.03%
5 Year	-	9.29%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	-	6.954%
Sharp	-	0.453%
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	34.38	34.98
Large Cap	48.83	35.51
Small Cap	9.41	17.5
Mid Cap	7.39	12.01

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	32.88	34.7
Basic Materials	5.2	1.87
Energy	5.05	2.98
Technology	7.68	8.81
Industrials	6.57	7.87
Financial Services	22.84	21.09
Healthcare	5.35	6.65
Consumer Cyclical	7.91	7.2
Consumer Defensive	1.86	2.37
Communication Services	3.13	-
Real Estate	0.31	2.71
Utilities	1.23	3.73