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

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

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ITI Multi Cap Fund Regular - Growth

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WhiteOak Capital Multi Cap Fund - Regular (G)

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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)	₹1326 Cr	₹2849 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	-1.75%	-2.73%
6 Month	0.89%	4.16%
1 Year	-1.89%	2.54%
3 Year	18.31%	-
5 Year	15.61%	-

SIP Return Analysis

Scheme Name	ITI Multi Cap Fund Regular - Growth	WhiteOak Capital Multi Cap Fund - Regular (G)
6 Month	0.88%	1.75%
1 Year	13.15%	17.21%
3 Year	14.18%	-
5 Year	14.94%	-

Rolling Lumpsum Returns

Scheme Name	ITI Multi Cap Fund Regular - Growth	WhiteOak Capital Multi Cap Fund - Regular (G)
1 Year	7.66%	13.53%
3 Year	18.33%	-
5 Year	18.89%	-

Risk Management

Scheme Name	ITI Multi Cap Fund Regular - Growth	WhiteOak Capital Multi Cap Fund - Regular (G)
Standard Deviation	14.97%	-
Sharp	0.78%	-
Beta	1.02%	-
Alpha	0.34%	-

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	11.04	15.5
Large Cap	40.76	30.29
Small Cap	21.66	27.98
Mid Cap	26.54	26.22

Sector Allocation

Scheme Name	ITI Multi Cap Fund Regular - Growth	WhiteOak Capital Multi Cap Fund - Regular (G)
Others	3.14	4.4
Energy	4.63	2.65
Technology	10.43	9.48
Consumer Defensive	5.16	2.2
Industrials	19.21	12.6
Financial Services	23.64	29.53
Basic Materials	10.25	5.33
Healthcare	7.07	11.3
Consumer Cyclical	11.39	13.46
Communication Services	2.23	3.96
Real Estate	1.66	4.82
Utilities	1.18	0.28

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