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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 Risk | Very High Risk |
| 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 | -0.63% | -1.55% |
| 6 Month | -3.19% | -2.62% |
| 1 Year | 3.03% | 9.19% |
| 3 Year | 7.95% | - |
| 5 Year | 5.84% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -1.93% | 1.88% |
| 3 Year | 10.19% | - |
| 5 Year | 9.8% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 13.49% | 22.23% |
| 3 Year | 10.1% | - |
| 5 Year | 6.27% | - |
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 |
| Fund Manage | 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 | 15.23 | 18.46 |
| Large Cap | 58.44 | 52.26 |
| Small Cap | 3.87 | 9.67 |
| Mid Cap | 3.53 | 6.65 |
Sector Allocation
| 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 |
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