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

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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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HDFC 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	HDFC Balanced Advantage Fund Regular Growth
Fund	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹2093 Cr	₹107971 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

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund Regular Growth
1 Month	0.19%	0.76%
6 Month	2.39%	2.67%
1 Year	6.57%	6.98%
3 Year	-	18.09%
5 Year	-	19.45%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund Regular Growth
6 Month	2.18%	3.21%
1 Year	11.04%	12.49%
3 Year	-	14.11%
5 Year	-	16.98%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund Regular Growth
1 Year	19.69%	17.28%
3 Year	-	16.34%
5 Year	-	15.12%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund Regular Growth
Standard Deviation	-	9.4%
Sharp	-	1.28%
Beta	-	1.13%
Alpha	-	5.57%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund Regular Growth
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 Regular Growth

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund Regular Growth
Others	26.4	34.77
Large Cap	46.38	56.47
Small Cap	10.61	7.27
Mid Cap	10.36	5.52

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	HDFC Balanced Advantage Fund Regular Growth
Others	26.4	33.31
Telecom - Services	3.69	3.49
Petroleum Products	2.29	5.57
IT - Software	4.73	5.94
Pharmaceuticals & Biotechnology	3.62	4.14
Electrical Equipment	1.76	0.44
Construction	0.91	3.69
Finance	4.53	3.43
Consumer Durables	2.7	0.3
Non - Ferrous Metals	0.5	0.08
Banks	15.34	18.71
Healthcare Services	0.56	0.04
Cement & Cement Products	0.63	0.42
Chemicals & Petrochemicals	1.5	0.19
Commercial Services & Supplies	0.73	0.34
Ferrous Metals	0.51	1.05
Leisure Services	0.72	0.08
Industrial Products	0.49	0.27
IT - Services	1.13	-
Healthcare Equipment & Supplies	0.44	-
Automobiles	4.41	3.67
Personal Products	0.66	0.04
Insurance	1.1	1.63
Auto Components	0.48	0.88
Realty	0.41	1.49
Oil	0.66	0.36
Industrial Manufacturing	1.33	1.19
Food Products	1.08	0.27
Aerospace & Defense	1.63	1.06
Agricultural, Commercial & Construction Vehicles	0.3	0.52
Capital Markets	1.3	0.31
Financial Technology (Fintech)	0.17	-
Fertilizers & Agrochemicals	2.41	0.01
Transport Services	1.07	0.88
Retailing	2.58	1.76
Household Products	0.34	-
Power	0.64	3.26
Diversified FMCG	-	1.81
Agricultural Food & Other Products	-	0.02
Gas	-	0.67
Beverages	-	0.31
Entertainment	-	0.08
Transport Infrastructure	-	0.53
Consumable Fuels	-	1.79