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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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Chart Comparison

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

Overview

Scheme Name ITI Balanced Advantage Fund Regular - Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Fund ITI Balanced Advantage Fund Regular - Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹394 Cr ₹1812 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 30 Dec 2019 10 Feb 2023
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index CRISIL Hybrid 50+50 Moderate Index
Turn Over % 0.0%
Expense Ratio 2.37 2.09
Manager Vikrant Mehta Piyush Baranwal
ISIN Code INF00XX01655 INF03VN01720
Exits Load ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
1 Month 2.17% 1.04%
6 Month 8.77% 11.05%
1 Year 2.13% 4.91%
3 Year 11.54% -
5 Year 11.41% -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
6 Month 2.85% 2.91%
1 Year 7.55% 10.82%
3 Year 10.96% -
5 Year 10.22% -

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
1 Year 11.21% 20.73%
3 Year 10.25% -
5 Year 10.85% -

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Standard Deviation 7.45% -
Sharp 0.52% -
Beta - -
Alpha - -

Fund Managers

Scheme Name ITI Balanced Advantage Fund Regular - Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Name Vikrant Mehta Piyush Baranwal
Total AUM ₹698 Cr ₹5379 Cr
Funds Managed 8 9
ITI Balanced Advantage Fund Regular - Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Others 44.33 38.85
Large Cap 40.57 45.87
Small Cap 9.31 8.83
Mid Cap 5.79 6.45

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Others 39.93 35.51
Energy 4.29 2.54
Technology 7.09 6.29
Consumer Cyclical 9.74 6.74
Industrials 2.62 7.68
Financial Services 22.41 23.59
Healthcare 3.17 6.16
Consumer Defensive 1.39 3.26
Utilities 2.82 0.91
Basic Materials 3.28 2.84
Communication Services 3.26 4.42
Real Estate - 0.07

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