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 | -2.49% | -1.82% |
6 Month | 7.07% | 6.47% |
1 Year | 19.78% | 18.45% |
3 Year | - | 10.21% |
5 Year | - | 10.76% |
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 17.42% | 15.05% |
3 Year | - | 15.13% |
5 Year | - | 12.71% |
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 22.74% | 8.47% |
3 Year | - | 8.89% |
5 Year | - | 8.9% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
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 |
Top Comparisons
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns17.06%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns16.17%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns23.75%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns21.46%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns19.52%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns14.91%
Franklin India Opportunities Fund - Growth
3Y Returns23.56%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns21.46%