WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs HSBC Balanced Advantage Fund compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart 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 | Moderately High |
| Asset Size (Cr) | ₹1222 Cr | ₹1504 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Feb 2023 | 07 Feb 2011 |
| 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 | 2.12 | 2.11 |
| Manager | Piyush Baranwal | Mahesh A Chhabria |
| ISIN Code | INF03VN01720 | INF917K01KY4 |
| 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 | HSBC 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 | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -4.21% | -4.59% |
| 6 Month | 1.06% | 0.05% |
| 1 Year | 13.28% | 10.41% |
| 3 Year | - | 9.87% |
| 5 Year | - | 10.28% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.18% | 7.85% |
| 3 Year | - | 13.56% |
| 5 Year | - | 11.75% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.51% | 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% |
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| Scheme 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 | 18.46 | 51.86 |
| Small Cap | 9.67 | 19.75 |
| Large Cap | 52.26 | 31.05 |
| Mid Cap | 6.65 | 16.92 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 18.46 | 51.86 |
| Realty | 0.2 | 3.79 |
| Petroleum Products | 3.55 | 2.12 |
| IT - Software | 5.36 | 4.47 |
| Pharmaceuticals & Biotechnology | 5.39 | 7.59 |
| Construction | 2.41 | 2.37 |
| Finance | 4.63 | 4.23 |
| Consumer Durables | 2.12 | 4.41 |
| Non - Ferrous Metals | 2.15 | 0.17 |
| Banks | 14.49 | 12.63 |
| Healthcare Services | 0.55 | 0.96 |
| Electrical Equipment | 1.72 | 1.53 |
| Auto Components | 0.45 | 0.84 |
| Cement & Cement Products | 0.66 | - |
| Ferrous Metals | 0.44 | - |
| Leisure Services | 0.16 | 1.57 |
| Personal Products | 1.13 | 0.16 |
| Industrial Products | 0.71 | 4.5 |
| Automobiles | 2.03 | 0.77 |
| Insurance | 1.51 | - |
| Beverages | 0.45 | 1.72 |
| Healthcare Equipment & Supplies | 0.65 | - |
| IT - Services | 0.82 | - |
| Food Products | 1.75 | - |
| Aerospace & Defense | 0.74 | 0.46 |
| Oil | 0.68 | - |
| Chemicals & Petrochemicals | 0.71 | 0.61 |
| Capital Markets | 3.82 | 3.37 |
| Telecom - Services | 1.88 | - |
| Financial Technology (Fintech) | 0.28 | 1.55 |
| Metals & Minerals Trading | 1.45 | - |
| Transport Services | 0.49 | - |
| Retailing | 2.78 | 1.7 |
| Household Products | 0.52 | - |
| Power | 1.69 | 3.5 |
| Commercial Services & Supplies | 0.21 | 0.72 |
| Paper, Forest & Jute Products | - | 0.81 |
| Fertilizers & Agrochemicals | - | 1.17 |
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