WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Chart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹369 Cr | ₹1044 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 31 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 | 2.36 | 2.16 |
Manager | Vikrant Mehta | Piyush Baranwal |
ISIN Code | INF00XX01655 | INF03VN01720 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | Exit load of 1%, if redeemed within 1 month./365 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
---|---|---|
1 Month | 0.64% | 2.05% |
6 Month | 7.83% | 13.17% |
1 Year | 25.95% | 24.92% |
3 Year | 12.18% | - |
5 Year | - | - |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.19% | 10.16% |
3 Year | 19.99% | 14.88% |
5 Year | 29.14% | 14.88% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
---|---|---|
1 Year | 11.04% | 15.07% |
3 Year | 26.26% | 17% |
5 Year | 33.52% | 17% |
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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Get Free Experts GuidanceScheme 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 | 37.92 | 35.73 |
Large Cap | 53.68 | 49.34 |
Small Cap | 4.42 | 10.42 |
Mid Cap | 3.99 | 4.52 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 17.11 | 19.17 |
Energy | 8.06 | 2.98 |
Financial | 32.89 | 28.07 |
Sovereign | 4.24 | 12.93 |
Services | 8.43 | 6.12 |
Technology | 4.34 | 4.28 |
Communication | 6.98 | 1.43 |
Healthcare | 6.01 | 4.27 |
Consumer Discretionary | 3.02 | 1.66 |
Capital Goods | 1.93 | 5.24 |
Insurance | 3.33 | 0.91 |
Construction | 1.48 | 2.31 |
Metals & Mining | 1.15 | 1.71 |
Automobile | 0 | 2.12 |
Consumer Staples | 0.53 | 4.03 |
Materials | 0.51 | 1.78 |
Chemicals | - | 0.63 |
Textiles | - | 0.37 |
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