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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 | ₹3731 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 | 3.1% | 4.88% |
| 6 Month | 11.35% | 17.22% |
| 1 Year | 2.97% | 10.66% |
| 3 Year | 22.66% | 25.05% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 4.05% | 5.98% |
| 1 Year | 15.46% | 22.68% |
| 3 Year | 20.07% | 24.5% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 11.69% | 35.33% |
| 3 Year | 23.19% | 24.28% |
| 5 Year | - | - |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 16.35% | 15.27% |
| Sharp | 0.96% | 1.13% |
| Beta | 1.00% | 0.92% |
| Alpha | -0.49% | 2.31% |
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 | 10.07 | 19.38 |
| Mid Cap | 62.06 | 60.81 |
| Large Cap | 9.11 | 4.1 |
| Small Cap | 18.75 | 15.71 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| Others | 1.77 | 9.73 |
| Financial Services | 22.11 | 22.27 |
| Consumer Cyclical | 10.2 | 9.27 |
| Technology | 12.5 | 10.44 |
| Industrials | 21.12 | 15.19 |
| Healthcare | 12.04 | 13.66 |
| Basic Materials | 9.34 | 4.5 |
| Energy | 1.13 | 2.88 |
| Utilities | 2.93 | 0.21 |
| Consumer Defensive | 4.31 | 1.79 |
| Real Estate | 1.07 | 5.56 |
| Communication Services | 1.47 | 4.5 |
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