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WhiteOak Capital Multi Cap Fund vs ITI Multi Cap Fund Regular compare
ITI Multi Cap Fund Regular - Growth
WhiteOak Capital Multi Cap Fund - Regular (G)
Chart Comparison
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 | ₹2262 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 15 May 2019 | 22 Sep 2023 |
| Category | Multi Cap | Multi 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 | 3.02% | 2.62% |
| 6 Month | 18.92% | 18.86% |
| 1 Year | -5.74% | 4.35% |
| 3 Year | 18.68% | - |
| 5 Year | 19.62% | - |
SIP Return Analysis
| Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.49% | 5.72% |
| 1 Year | 11.21% | 16.25% |
| 3 Year | 16.99% | - |
| 5 Year | 16.43% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 14.48% | 15.35% |
| 3 Year | 18.05% | - |
| 5 Year | 18.7% | - |
Risk Management
| Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 15.02% | - |
| Sharp | 0.77% | - |
| Beta | 1.07% | - |
| Alpha | 3.13% | - |
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 | 5.81 | 17.47 |
| Large Cap | 39.79 | 29.96 |
| Small Cap | 26.3 | 28.95 |
| Mid Cap | 28.09 | 23.61 |
Sector Allocation
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
WhiteOak Capital Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.8 | 7.38 |
| Energy | 5.01 | 2.81 |
| Technology | 10.23 | 8.64 |
| Consumer Cyclical | 12.4 | 12.05 |
| Industrials | 19.58 | 14.07 |
| Consumer Defensive | 3.9 | 3.58 |
| Financial Services | 23.58 | 27.87 |
| Basic Materials | 8.54 | 4.36 |
| Healthcare | 8.4 | 10.85 |
| Communication Services | 2.26 | 4.02 |
| Real Estate | 2.03 | 3.68 |
| Utilities | 1.28 | 0.68 |
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