WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs ITI Balanced Advantage Fund Regular compare

ITI Balanced Advantage Fund Regular - Growth

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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Fund	ITI Balanced Advantage Fund Regular - Growth	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹382 Cr	₹1222 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹500
Launch Date	30 Dec 2019	10 Feb 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	%	0.0%
Expense Ratio	2.37	2.12
Manager	Vikrant Mehta	Piyush Baranwal
ISIN Code	INF00XX01655	INF03VN01720
Exits Load	ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
1 Month	1.34%	2.11%
6 Month	4.57%	5.85%
1 Year	13.57%	17.35%
3 Year	8.73%	-
5 Year	-	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	8.89%	14.82%
3 Year	13.7%	-
5 Year	-	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
1 Year	13.31%	22.74%
3 Year	10.37%	-
5 Year	-	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Standard Deviation	7.14%	-
Sharp	0.66%	-
Beta	0.76%	-
Alpha	1.36%	-

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Scheme Name	ITI Balanced Advantage Fund Regular - Growth	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Name	Vikrant Mehta	Piyush Baranwal
Total AUM	₹698 Cr	₹5379 Cr
Fund Manage	8	9
	ITI Balanced Advantage Fund Regular - Growth	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Others	15.23	18.46
Large Cap	58.44	52.26
Small Cap	3.87	9.67
Mid Cap	3.53	6.65

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Others	15.23	18.46
Telecom - Services	3.76	1.88
Petroleum Products	4.6	3.55
Electrical Equipment	2.78	1.72
IT - Software	7.25	5.36
Construction	1.38	2.41
Non - Ferrous Metals	0.83	2.15
Banks	14.36	14.49
Pharmaceuticals & Biotechnology	2.75	5.39
Ferrous Metals	0.81	0.44
Automobiles	2.06	2.03
Insurance	4.66	1.51
Diversified FMCG	2.36	-
Agricultural Food & other Products	0.46	-
Realty	0.35	0.2
Consumer Durables	1.86	2.12
Industrial Products	3.33	0.71
Finance	0.97	4.63
Financial Technology (Fintech)	1.35	0.28
Metals & Minerals Trading	1	1.45
Healthcare Services	0.53	0.55
Cement & Cement Products	0.99	0.66
Power	4.45	1.69
Retailing	1.86	2.78
Capital Markets	1.09	3.82
Auto Components	-	0.45
Leisure Services	-	0.16
Personal Products	-	1.13
Beverages	-	0.45
Healthcare Equipment & Supplies	-	0.65
IT - Services	-	0.82
Food Products	-	1.75
Aerospace & Defense	-	0.74
Oil	-	0.68
Chemicals & Petrochemicals	-	0.71
Transport Services	-	0.49
Household Products	-	0.52
Commercial Services & Supplies	-	0.21