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 | 13.18% | 22.68% |
| 3 Year | 10.39% | - |
| 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 | 37.92 | 35.73 |
| Large Cap | 53.68 | 49.34 |
| Mid Cap | 3.99 | 4.52 |
| Small Cap | 4.42 | 10.42 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 17.11 | 19.17 |
| Financial | 32.89 | 28.07 |
| Communication | 6.98 | 1.43 |
| Capital Goods | 1.93 | 5.24 |
| Services | 8.43 | 6.12 |
| Consumer Staples | 0.53 | 4.03 |
| Construction | 1.48 | 2.31 |
| Automobile | 0 | 2.12 |
| Energy | 8.06 | 2.98 |
| Consumer Discretionary | 3.02 | 1.66 |
| Metals & Mining | 1.15 | 1.71 |
| Technology | 4.34 | 4.28 |
| Sovereign | 4.24 | 12.93 |
| Healthcare | 6.01 | 4.27 |
| Materials | 0.51 | 1.78 |
| Insurance | 3.33 | 0.91 |
| Chemicals | - | 0.63 |
| Textiles | - | 0.37 |
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