- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs HDFC Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
HDFC Balanced Advantage Fund Regular Growth
Chart Comparison
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) | ₹1897 Cr | ₹103041 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 Regular Growth |
|---|---|---|
| 1 Month | 1.93% | 2.01% |
| 6 Month | 5.75% | 5.65% |
| 1 Year | 8.19% | 6.1% |
| 3 Year | - | 18.4% |
| 5 Year | - | 23.78% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.59% | 3.04% |
| 1 Year | 11.5% | 11.81% |
| 3 Year | - | 15.26% |
| 5 Year | - | 17.84% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 19.69% | 17.32% |
| 3 Year | - | 16.26% |
| 5 Year | - | 15.12% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.75% |
| Sharp | - | 1.26% |
| Beta | - | 1.16% |
| Alpha | - | 5.14% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 36.19 | 34.5 |
| Large Cap | 46.06 | 52.86 |
| Small Cap | 8.69 | 5.81 |
| Mid Cap | 9.06 | 6.83 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 32.68 | 31.65 |
| Communication Services | 4.24 | 3.42 |
| Energy | 2.57 | 7.23 |
| Technology | 5.8 | 5.36 |
| Basic Materials | 5.04 | 2.31 |
| Industrials | 7.22 | 7.96 |
| Financial Services | 24.57 | 22.86 |
| Healthcare | 5.27 | 4.04 |
| Real Estate | 0.39 | 1.55 |
| Consumer Cyclical | 9.52 | 6.76 |
| Consumer Defensive | 1.96 | 2.64 |
| Utilities | 0.73 | 4.21 |
Top Comparisons
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.73%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.73%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns12.17%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.85%
Franklin India Opportunities Fund - Growth
3Y Returns30.04%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns25.36%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.36%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.33%
