HDFC Balanced Advantage Fund - Growth Plan vs WhiteOak Capital Balanced Advantage Fund
Dynamic Asset Allocation or Balanced Advantage · Direct Plan – Growth · Compared on official AMFI NAV data · NAVs as of 10-Jul-2026
| Metric | HDFC Balanced Advantage Fund - Growth Plan | WhiteOak Capital Balanced Advantage Fund |
|---|---|---|
| Latest NAV | ₹570.13 | ₹15.48 |
| 1-Year Return | -0.18% | +2.48% |
| 3-Year Return (CAGR) | +15.13% | +12.98% |
| 5-Year Return (CAGR) | N/A | N/A |
| Volatility (1Y, annualised) | 9.4% | 8.7% |
| Max Drawdown | −10.2% | −9.6% |
| Fund House | HDFC Mutual Fund | WhiteOak Capital Mutual Fund |
Growth of ₹10,000
If you had invested ₹10,000 in each fund
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HDFC Balanced Advantage Fund - Growth Plan vs WhiteOak Capital Balanced Advantage Fund: which is better?
HDFC Balanced Advantage Fund - Growth Plan and WhiteOak Capital Balanced Advantage Fund are both dynamic asset allocation or balanced advantage mutual funds (direct plan, growth option). This comparison uses each fund's official AMFI NAV history — the same daily data the fund houses publish — to compare returns, volatility and drawdowns side by side.
On 3-year returns (annualised), HDFC Balanced Advantage Fund - Growth Plan leads with +15.13% against +12.98% — a gap of about 2.14 percentage points per year over that period.
WhiteOak Capital Balanced Advantage Fund has been the steadier fund over the past year, with annualised volatility of 8.7% versus 9.4%. Looking at worst falls, HDFC Balanced Advantage Fund - Growth Plan's deepest drawdown in the stored history is −10.2% against −9.6% for WhiteOak Capital Balanced Advantage Fund.
Which fund suits you depends on your horizon and appetite for swings: the higher-return fund is only the better pick if you can hold through its rougher months. Use the ₹10,000 growth chart above to see how each fund actually behaved through market cycles, and consider consulting a SEBI-registered adviser before investing. This comparison is informational, not investment advice.
Key takeaways
- HDFC Balanced Advantage Fund - Growth Plan has delivered higher 3-year returns (+15.13% vs +12.98%).
- WhiteOak Capital Balanced Advantage Fund has shown lower volatility over the trailing year.
- WhiteOak Capital Balanced Advantage Fund has had the shallower maximum drawdown (−9.6%).
Frequently Asked Questions
Which fund has given higher returns — HDFC Balanced Advantage Fund - Growth Plan or WhiteOak Capital Balanced Advantage Fund?
Over the past 3 year period, HDFC Balanced Advantage Fund - Growth Plan has delivered higher returns: +15.13% versus +12.98% annualised. Past performance does not guarantee future results.
Which fund is less risky — HDFC Balanced Advantage Fund - Growth Plan or WhiteOak Capital Balanced Advantage Fund?
Based on the trailing year, WhiteOak Capital Balanced Advantage Fund has shown lower day-to-day volatility (HDFC Balanced Advantage Fund - Growth Plan: 9.4%, WhiteOak Capital Balanced Advantage Fund: 8.7% annualised). Volatility and drawdowns describe past behaviour, not future safety — both funds carry the market risk of their category.
Can I invest in both HDFC Balanced Advantage Fund - Growth Plan and WhiteOak Capital Balanced Advantage Fund?
Yes — many investors split a SIP across two funds. If both funds are from the same category, remember they will hold overlapping stocks, so diversification benefits may be smaller than they appear. Check each scheme's portfolio before doubling up within one category.
More Dynamic Asset Allocation or Balanced Advantage comparisons
Returns, volatility and drawdowns are computed from official AMFI NAV history for direct-growth plans and may differ slightly from fund-house factsheets due to date conventions. Mutual fund investments are subject to market risks. This comparison is for informational purposes only — not investment advice.