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 - Growth Plan
Chart Comparison
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Tata Silver ETF Fund of Fund - Regular (G)
3Y Returns0%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns31.78%
ICICI Prudential Multicap Fund - Growth
3Y Returns25.3%
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns28.81%
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns21.8%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns14.9%
DSP Bond Fund - Growth
3Y Returns7.85%