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
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 | Very High | Very High |
Asset Size (Cr) | ₹378 Cr | ₹1328 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 | 2.09 |
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 |
Trailing Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
---|---|---|
1 Month | 2.62% | 4.33% |
6 Month | -5.83% | -3.43% |
1 Year | 2.84% | 9.69% |
3 Year | 8.67% | - |
5 Year | 13.49% | - |
SIP Return Analysis
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
---|---|---|
6 Month | -1.92% | -0.84% |
1 Year | -2.28% | 2.5% |
3 Year | 10.54% | - |
5 Year | 10% | - |
Rolling Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
---|---|---|
1 Year | 13.11% | 22.06% |
3 Year | 10.01% | - |
5 Year | 6.18% | - |
Risk Management
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 7.494% | - |
Sharp | 0.221% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 8 | 9 |
ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Market Cap
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 35.82 | 34.38 |
Large Cap | 54.6 | 48.83 |
Mid Cap | 4.68 | 7.39 |
Small Cap | 4.9 | 9.41 |
Sector Allocation
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 34.87 | 32.88 |
Communication Services | 3.81 | 3.13 |
Energy | 5.19 | 5.05 |
Industrials | 4.19 | 6.57 |
Technology | 8.86 | 7.68 |
Basic Materials | 4.99 | 5.2 |
Financial Services | 23.69 | 22.84 |
Healthcare | 3.62 | 5.35 |
Consumer Cyclical | 5.96 | 7.91 |
Consumer Defensive | 2.65 | 1.86 |
Real Estate | 0.32 | 0.31 |
Utilities | 1.85 | 1.23 |
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