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) | ₹1305 Cr | ₹2065 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 | -1.88% | -1.04% |
6 Month | 9.35% | 10.95% |
1 Year | -4.72% | 6.8% |
3 Year | 21.28% | - |
5 Year | 19.73% | - |
SIP Return Analysis
Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 7.9% | 8.2% |
1 Year | 7.27% | 13.46% |
3 Year | 18.5% | - |
5 Year | 17.55% | - |
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% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.46 | 18.67 |
Large Cap | 39.67 | 31.22 |
Small Cap | 26.98 | 26.69 |
Mid Cap | 27.89 | 23.42 |
Sector Allocation
Scheme Name |
ITI Multi Cap Fund Regular - Growth |
WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
Others | 3.21 | 10.17 |
Energy | 5.16 | 2.41 |
Technology | 11.08 | 8.48 |
Industrials | 18.27 | 14.01 |
Financial Services | 23.36 | 26.28 |
Basic Materials | 11.64 | 3.83 |
Healthcare | 7.09 | 10.62 |
Consumer Cyclical | 11.47 | 13.35 |
Consumer Defensive | 3.11 | 2.73 |
Communication Services | 2.32 | 4.26 |
Real Estate | 2.05 | 3.14 |
Utilities | 1.25 | 0.72 |
Top Comparisons
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns20.71%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns25.49%
Kotak Large Cap Fund - Growth
3Y Returns16.03%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns18.77%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.83%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.49%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.77%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns8.19%