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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) | ₹408 Cr | ₹1654 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 | -2.85% | -1.93% |
| 6 Month | 2.5% | 5.04% |
| 1 Year | 2.21% | 7.17% |
| 3 Year | 10.73% | - |
| 5 Year | 10.29% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.58% | 3.4% |
| 1 Year | 1.73% | 7.27% |
| 3 Year | 9.53% | - |
| 5 Year | 9.35% | - |
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 | 7.32% | - |
| Sharp | 0.65% | - |
| 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 | 37.93 | 37.25 |
| Large Cap | 47.57 | 47.14 |
| Small Cap | 8.76 | 8.45 |
| Mid Cap | 5.73 | 7.17 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 32.92 | 33.92 |
| Energy | 6.46 | 2.82 |
| Industrials | 2.64 | 7.65 |
| Technology | 11.02 | 7.12 |
| Consumer Cyclical | 9.37 | 7.52 |
| Financial Services | 23.8 | 21.29 |
| Healthcare | 3.11 | 6.41 |
| Consumer Defensive | 1.39 | 3.02 |
| Utilities | 2.24 | 0.98 |
| Basic Materials | 3.68 | 4.37 |
| Communication Services | 3.37 | 4.9 |
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