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

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tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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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 HDFC Balanced Advantage Fund - Growth Plan
Fund WhiteOak Capital Balanced Advantage Fund Regular Plan Growth HDFC Balanced Advantage Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1566 Cr ₹100299 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 10 Feb 2023 11 Sep 2000
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% 21.38%
Expense Ratio 2.09 1.35
Manager Piyush Baranwal Anil Bamboli
ISIN Code INF03VN01720 INF179K01830
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 HDFC 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 HDFC Balanced Advantage Fund - Growth Plan
1 Month 2.19% 1.82%
6 Month 4.08% 4.2%
1 Year 9.44% 4.89%
3 Year - 23.01%
5 Year - 24.68%

SIP Return Analysis

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth HDFC Balanced Advantage Fund - Growth Plan
6 Month 7.18% 6.98%
1 Year 13.47% 10.71%
3 Year - 19.39%
5 Year - 21.05%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth HDFC Balanced Advantage Fund - Growth Plan
1 Year 21.55% 17.82%
3 Year - 16.09%
5 Year - 15.02%

Risk Management

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation - 9.74%
Sharp - 1.40%
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Balanced Advantage Fund Regular Plan Growth HDFC Balanced Advantage Fund - Growth Plan
Name Piyush Baranwal Anil Bamboli
Total AUM ₹5379 Cr ₹135442 Cr
Funds Managed 9 12
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth HDFC Balanced Advantage Fund - Growth Plan

Market Cap

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

HDFC Balanced Advantage Fund - Growth Plan

Others 36.8 33.94
Large Cap 48.43 53.07
Small Cap 9.44 6
Mid Cap 5.33 6.99

Sector Allocation

Scheme Name

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

HDFC Balanced Advantage Fund - Growth Plan

Others 32.59 31.77
Communication Services 4.85 3.4
Basic Materials 7.03 2
Energy 2.87 7.39
Technology 7.15 6.23
Industrials 7.48 8.65
Financial Services 22.31 22.31
Healthcare 4.95 4.16
Consumer Cyclical 6.61 5.51
Consumer Defensive 3.16 2.71
Utilities 1 4.41
Real Estate - 1.45

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