Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Multi Cap Fund Regular vs WhiteOak Capital Multi Cap Fund compare

Link copied to clipboard!

tortoise-icon ITI Multi Cap Fund Regular - Growth

Invest Now

tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
Fund ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1313 Cr ₹1481 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 15 May 2019 22 Sep 2023
Category Multi Cap Multi Cap
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Multicap 50:25:25 TRI Nifty 500 Multicap 50:25:25 TRI
Turn Over % %
Expense Ratio 2.01 2.06
Manager Rohan Korde Piyush Baranwal
ISIN Code INF00XX01135 INF03VN01795
Exits Load ITI Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 WhiteOak Capital Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
1 Month 7.14% 5.75%
6 Month 0.46% 2.84%
1 Year 3.34% 14.29%
3 Year 23.32% -
5 Year 22.72% -

SIP Return Analysis

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
6 Month 6.1% 5.54%
1 Year -0.02% 7.7%
3 Year 19.31% -
5 Year 17.68% -

Rolling Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
1 Year 18.63% 31.76%
3 Year 17.75% -
5 Year 16.88% -

Risk Management

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
Standard Deviation 13.806% -
Sharp 0.754% -
Beta 0.935% -
Alpha 2.853% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
Name Rohan Korde Piyush Baranwal
Total AUM ₹4626 Cr ₹5379 Cr
Funds Managed 10 9
ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)

Market Cap

Scheme Name

ITI Multi Cap Fund Regular - Growth

WhiteOak Capital Multi Cap Fund - Regular (G)

Others 5.67 13.83
Large Cap 37.82 34.03
Small Cap 31.26 27.39
Mid Cap 25.25 24.75

Sector Allocation

Scheme Name

ITI Multi Cap Fund Regular - Growth

WhiteOak Capital Multi Cap Fund - Regular (G)

Others 3.9 11.79
Energy 3.66 3.02
Technology 12.49 9.56
Industrials 19.38 10.09
Financial Services 17.43 27.01
Healthcare 8.49 9.06
Consumer Cyclical 13.3 13.67
Basic Materials 9.84 4.27
Utilities 2.59 0.67
Consumer Defensive 4.67 3.21
Communication Services 1.87 3.79
Real Estate 2.38 3.86

Top Comparisons

SBI Multicap Fund- Regular Plan- Growth Option SBI Multicap Fund- Regular Plan- Growth Option

3Y Returns19.84%

VS

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns23.08%

Compare Now

UTI MMF - Regular Plan - Growth Option UTI MMF - Regular Plan - Growth Option

3Y Returns7.4%

VS

Axis Money Market Fund - Regular Plan - Growth Option Axis Money Market Fund - Regular Plan - Growth Option

3Y Returns7.35%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns24.66%

VS

DSP Large & Mid Cap Fund - Regular Growth DSP Large & Mid Cap Fund - Regular Growth

3Y Returns24.89%

Compare Now

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns7.31%

VS

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns7.61%

Compare Now
Add to Cart Successfully