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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) | ₹1290 Cr | ₹4346 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 | -0.37% | -1.58% |
| 6 Month | 2.88% | 6.62% |
| 1 Year | -1.34% | 3% |
| 3 Year | 22.35% | 24.63% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.28% | 2.86% |
| 1 Year | 15.63% | 21.61% |
| 3 Year | 18.37% | 22.37% |
| 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 | 16.34% | 15.25% |
| Sharp | 0.96% | 1.16% |
| Beta | 1.00% | 0.92% |
| Alpha | -0.38% | 2.87% |
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 | 13.23 | 20.1 |
| Mid Cap | 62.64 | 59.89 |
| Large Cap | 9.39 | 4.18 |
| Small Cap | 14.75 | 15.83 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| Others | 2.97 | 8.81 |
| Financial Services | 24.97 | 22.32 |
| Consumer Cyclical | 10.09 | 8.77 |
| Technology | 12.62 | 12.11 |
| Industrials | 21.15 | 13.94 |
| Healthcare | 10.87 | 13.94 |
| Basic Materials | 10.96 | 4.55 |
| Energy | 0.8 | 3.52 |
| Utilities | 1.13 | 0 |
| Consumer Defensive | 2.83 | 1.34 |
| Real Estate | 0 | 5.9 |
| Communication Services | 1.62 | 4.79 |
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