WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Chart Comparison
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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