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

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tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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tortoise-icon 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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 35.73 33.62
Large Cap 49.34 30.99
Mid Cap 4.52 18.95
Small Cap 10.42 16.44

Sector Allocation

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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