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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) | ₹1328 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 | 2.09 | 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 | -0.16% | 0.33% |
| 6 Month | 2.15% | -0.95% |
| 1 Year | 8.93% | 6.26% |
| 3 Year | - | 13.68% |
| 5 Year | - | 11.33% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.88% | 4.26% |
| 1 Year | 8.5% | 5.46% |
| 3 Year | - | 12.07% |
| 5 Year | - | 10.77% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 21.55% | 8.49% |
| 3 Year | - | 9.16% |
| 5 Year | - | 9.69% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.954% |
| Sharp | - | 0.453% |
| Beta | - | - |
| Alpha | - | - |
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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 | 34.38 | 34.98 |
| Large Cap | 48.83 | 35.51 |
| Small Cap | 9.41 | 17.5 |
| Mid Cap | 7.39 | 12.01 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.88 | 34.7 |
| Basic Materials | 5.2 | 1.87 |
| Energy | 5.05 | 2.98 |
| Technology | 7.68 | 8.81 |
| Industrials | 6.57 | 7.87 |
| Financial Services | 22.84 | 21.09 |
| Healthcare | 5.35 | 6.65 |
| Consumer Cyclical | 7.91 | 7.2 |
| Consumer Defensive | 1.86 | 2.37 |
| Communication Services | 3.13 | - |
| Real Estate | 0.31 | 2.71 |
| Utilities | 1.23 | 3.73 |
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