- 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 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) | ₹2093 Cr | ₹1591 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 | -0.87% | -0.45% |
| 6 Month | 3.08% | 1.76% |
| 1 Year | 5.33% | 0.75% |
| 3 Year | - | 11.38% |
| 5 Year | - | 9.08% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.6% | 0.75% |
| 1 Year | 11.06% | 7.14% |
| 3 Year | - | 9.58% |
| 5 Year | - | 9.71% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 19.69% | 8.18% |
| 3 Year | - | 9.48% |
| 5 Year | - | 9.93% |
Risk Management
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.62% |
| Sharp | - | 0.70% |
| Beta | - | 0.85% |
| Alpha | - | 0.77% |
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 | 36.89 | 35.88 |
| Large Cap | 44.56 | 46.2 |
| Small Cap | 8.79 | 9.95 |
| Mid Cap | 9.76 | 7.97 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.68 | 31.43 |
| Communication Services | 4.14 | - |
| Energy | 2.95 | 2.15 |
| Technology | 7.53 | 5.6 |
| Basic Materials | 5.89 | 1.03 |
| Industrials | 7.08 | 7.23 |
| Financial Services | 22.02 | 26.84 |
| Healthcare | 5.09 | 7.21 |
| Real Estate | 0.47 | 1.68 |
| Consumer Cyclical | 9.43 | 6.47 |
| Consumer Defensive | 2.08 | 7.21 |
| Utilities | 0.64 | 3.16 |
Top Comparisons
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns13.65%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns14.95%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Quant Multi Asset Allocation Fund-Growth
3Y Returns20.25%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.31%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.01%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.17%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns16.47%
