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) | ₹1201 Cr | ₹1893 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 | 1.55% | 2.09% |
6 Month | 1.63% | 3.03% |
1 Year | -2.73% | 9.54% |
3 Year | 24.37% | - |
5 Year | 20.94% | - |
SIP Return Analysis
Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 12.7% | 11.6% |
1 Year | 12.04% | 17.2% |
3 Year | 20.33% | - |
5 Year | 18.47% | - |
Rolling Lumpsum Returns
Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 16.75% | 18.71% |
3 Year | 17.85% | - |
5 Year | 17.93% | - |
Risk Management
Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 15.29% | - |
Sharp | 1.14% | - |
Beta | 1.03% | - |
Alpha | 2.81% | - |
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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 | 4.77 | 16.67 |
Large Cap | 40.06 | 31.68 |
Small Cap | 26.83 | 27.74 |
Mid Cap | 28.33 | 23.91 |
Sector Allocation
Scheme Name |
ITI Multi Cap Fund Regular - Growth |
WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
Others | 2.77 | 8.19 |
Energy | 4.86 | 3.22 |
Technology | 10.43 | 9.58 |
Industrials | 20.88 | 12.95 |
Financial Services | 22.24 | 28.56 |
Basic Materials | 11.08 | 3.92 |
Healthcare | 7.03 | 10.38 |
Consumer Cyclical | 11.61 | 11.66 |
Consumer Defensive | 3.39 | 2.95 |
Communication Services | 2.24 | 4.04 |
Real Estate | 2.16 | 3.66 |
Utilities | 1.31 | 0.89 |
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