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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) | ₹400 Cr | ₹2015 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 | 0.49% | 0.57% |
| 6 Month | 4.11% | 4.15% |
| 1 Year | 6.1% | 10.11% |
| 3 Year | 11.48% | - |
| 5 Year | 11.05% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.53% | 2.48% |
| 1 Year | 8.19% | 12.11% |
| 3 Year | 10.17% | - |
| 5 Year | 9.85% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 10.13% | 19.69% |
| 3 Year | 10.46% | - |
| 5 Year | 11.01% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 7.24% | - |
| Sharp | 0.66% | - |
| Beta | 0.96% | - |
| Alpha | -0.12% | - |
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 | 38.96 | 35.58 |
| Large Cap | 40.33 | 46.16 |
| Small Cap | 6.66 | 8.94 |
| Mid Cap | 14.05 | 9.32 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 35.01 | 32.08 |
| Energy | 6.17 | 2.68 |
| Technology | 6.57 | 9.73 |
| Consumer Cyclical | 8.54 | 9.14 |
| Industrials | 3.79 | 5.74 |
| Financial Services | 24.04 | 22 |
| Healthcare | 2.25 | 5.2 |
| Consumer Defensive | 0.51 | 2.72 |
| Utilities | 2.46 | 0.71 |
| Basic Materials | 3.23 | 5.21 |
| Communication Services | 4.24 | 4.32 |
| Real Estate | 3.18 | 0.47 |
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