Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital Multi Cap Fund vs ITI Multi Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Multi Cap Fund Regular - Growth

Invest Now

tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

Invest Now

Chart Comparison

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

Overview

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
Fund ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1261 Cr ₹2405 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 15 May 2019 22 Sep 2023
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Multicap 50:25:25 TRI Nifty 500 Multicap 50:25:25 TRI
Turn Over % %
Expense Ratio 2.01 2.06
Manager Rohan Korde Piyush Baranwal
ISIN Code INF00XX01135 INF03VN01795
Exits Load ITI Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 WhiteOak Capital Multi 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 Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
1 Month 3.14% 3.62%
6 Month 9.76% 12.64%
1 Year 0.97% 8.88%
3 Year 18.87% -
5 Year 19.48% -

SIP Return Analysis

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
6 Month -0.75% 0.75%
1 Year 6.52% 10.92%
3 Year 13.22% -
5 Year 14.44% -

Rolling Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
1 Year 12.63% 13.53%
3 Year 18.22% -
5 Year 18.95% -

Risk Management

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
Standard Deviation 14.98% -
Sharp 0.80% -
Beta 1.02% -
Alpha -0.29% -

Fund Managers

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
Name Rohan Korde Piyush Baranwal
Total AUM ₹4626 Cr ₹5379 Cr
Funds Managed 10 9
ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)

Market Cap

Scheme Name

ITI Multi Cap Fund Regular - Growth

WhiteOak Capital Multi Cap Fund - Regular (G)

Others 9.72 19.33
Large Cap 37.57 28.74
Small Cap 26.62 27.36
Mid Cap 26.08 24.57

Sector Allocation

Scheme Name

ITI Multi Cap Fund Regular - Growth

WhiteOak Capital Multi Cap Fund - Regular (G)

Others 3.44 9.11
Energy 4.25 2.49
Technology 12.01 8.96
Consumer Cyclical 11.47 14.21
Consumer Defensive 5.57 2.69
Industrials 20.2 11.91
Financial Services 21.98 27.1
Basic Materials 8.78 3.88
Healthcare 7.66 10.55
Communication Services 2.24 3.91
Real Estate 1.09 4.85
Utilities 1.31 0.34

Top Comparisons

NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

3Y Returns7.04%

VS

NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

3Y Returns7.04%

Compare Now

Nippon India Credit Risk Fund  - Growth Plan Nippon India Credit Risk Fund - Growth Plan

3Y Returns8.45%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns14.86%

Compare Now

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns19.79%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns20.88%

Compare Now

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns13.55%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns15.98%

Compare Now
Add to Cart Successfully