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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
Overview
| 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) | ₹1738 Cr | ₹1567 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 | 2.09 | 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.59% | -0.3% |
| 6 Month | 8.63% | 7.01% |
| 1 Year | 7.67% | 4.08% |
| 3 Year | - | 11.64% |
| 5 Year | - | 10.18% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.03% | 2.63% |
| 1 Year | 8.36% | 5.19% |
| 3 Year | - | 11.08% |
| 5 Year | - | 10.32% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 20.73% | 8.43% |
| 3 Year | - | 9.25% |
| 5 Year | - | 9.81% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.62% |
| Sharp | - | 0.82% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
| Funds Managed | 9 | 9 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 38.85 | 35.79 |
| Large Cap | 45.87 | 46.49 |
| Small Cap | 8.83 | 10.31 |
| Mid Cap | 6.45 | 7.4 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 35.51 | 33.54 |
| Communication Services | 4.42 | - |
| Energy | 2.54 | 1.77 |
| Technology | 6.29 | 6.52 |
| Basic Materials | 2.84 | 1.04 |
| Industrials | 7.68 | 5.02 |
| Financial Services | 23.59 | 25.75 |
| Healthcare | 6.16 | 7.88 |
| Real Estate | 0.07 | 1.94 |
| Consumer Cyclical | 6.74 | 5.96 |
| Consumer Defensive | 3.26 | 6.89 |
| Utilities | 0.91 | 3.7 |
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