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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs ITI Mid Cap Fund Regular compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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