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) | ₹1249 Cr | ₹3454 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 | -2.91% | -1.42% |
6 Month | 8.26% | 11.64% |
1 Year | -6.97% | 5.59% |
3 Year | 23.93% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
---|---|---|
6 Month | 6.28% | 9.05% |
1 Year | 4.39% | 13.06% |
3 Year | 21.89% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
---|---|---|
1 Year | 17.38% | 42.73% |
3 Year | 23.06% | - |
5 Year | - | - |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 16.66% | - |
Sharp | 1.25% | - |
Beta | 0.96% | - |
Alpha | -0.17% | - |
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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 | 7.07 | 19.75 |
Small Cap | 19.33 | 14.83 |
Mid Cap | 64.71 | 60.01 |
Large Cap | 8.89 | 5.42 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
---|---|---|
Others | 3.25 | 11.36 |
Technology | 9.95 | 10.97 |
Financial Services | 19.37 | 21.11 |
Consumer Cyclical | 7.78 | 7.8 |
Healthcare | 13 | 14 |
Industrials | 22.02 | 17.9 |
Basic Materials | 11.31 | 4.24 |
Energy | 0.95 | 2.7 |
Utilities | 4.31 | 0.25 |
Consumer Defensive | 4.02 | 1.81 |
Real Estate | 2.34 | 2.76 |
Communication Services | 1.7 | 5.09 |
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