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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
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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.32% | -1.42% |
| 6 Month | -4.32% | -5.23% |
| 1 Year | 8% | 4.35% |
| 3 Year | - | 9.98% |
| 5 Year | - | 10.75% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -4.28% | -5% |
| 1 Year | -3.25% | -5.49% |
| 3 Year | - | 9.24% |
| 5 Year | - | 9.18% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.23% | 8.61% |
| 3 Year | - | 9.03% |
| 5 Year | - | 9.29% |
Risk Management
| 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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Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.38109 | 34.97659 |
| Large Cap | 48.82586 | 35.51016 |
| Small Cap | 9.40693 | 17.49947 |
| Mid Cap | 7.38614 | 12.01377 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.87664 | 34.70067 |
| Basic Materials | 5.19812 | 1.87498 |
| Energy | 5.0493 | 2.98291 |
| Technology | 7.68303 | 8.81421 |
| Industrials | 6.57132 | 7.8656 |
| Financial Services | 22.84038 | 21.09418 |
| Healthcare | 5.35375 | 6.6522 |
| Consumer Cyclical | 7.90785 | 7.20081 |
| Consumer Defensive | 1.85875 | 2.36808 |
| Communication Services | 3.12691 | - |
| Real Estate | 0.30762 | 2.71297 |
| Utilities | 1.22635 | 3.73338 |
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