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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1201 Cr | ₹3582 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 05 Mar 2021 | 07 Sep 2022 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | % | 0.0% |
| Expense Ratio | 2.06 | 1.91 |
| Manager | Rohan Korde | Piyush Baranwal |
| ISIN Code | INF00XX01895 | INF03VN01563 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | WhiteOak Capital Mid 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 Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 3.4% | 3.38% |
| 6 Month | 18.32% | 23.51% |
| 1 Year | -6.37% | 4.15% |
| 3 Year | 21.7% | 25.18% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 3.31% | 6.69% |
| 1 Year | 8.89% | 17.73% |
| 3 Year | 20.08% | 24.37% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 15.76% | 37.4% |
| 3 Year | 23.51% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 16.30% | - |
| Sharp | 0.83% | - |
| Beta | 0.97% | - |
| Alpha | -0.89% | - |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| Name | Rohan Korde | Piyush Baranwal |
| Total AUM | ₹4626 Cr | ₹5379 Cr |
| Funds Managed | 10 | 9 |
| ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| Others | 12.28 | 19.33 |
| Small Cap | 17.05 | 15.74 |
| Mid Cap | 60.63 | 59.99 |
| Large Cap | 10.04 | 4.94 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| Others | 3.83 | 9.56 |
| Technology | 10.76 | 9.39 |
| Financial Services | 26.05 | 22.19 |
| Consumer Cyclical | 10.75 | 8.26 |
| Healthcare | 11.35 | 14.5 |
| Industrials | 19.75 | 18.01 |
| Basic Materials | 7.68 | 4.91 |
| Energy | 1 | 2.48 |
| Utilities | 2.81 | 0.21 |
| Consumer Defensive | 3.3 | 1.95 |
| Real Estate | 1.12 | 3.73 |
| Communication Services | 1.61 | 4.8 |
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