WhiteOak Capital Mid Cap Fund Regular Plan Growth vs ITI Mid Cap Fund Regular compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth
Fund ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹984 Cr ₹2118 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 03 May 2021 07 Sep 2022
Category Mid Cap Mid Cap
Fund Type Open-ended Open Ended
Benchmark NIFTY Midcap 150 TRI BSE 150 MidCap Index
Turn Over % 0.0%
Expense Ratio 2.16 1.97
Manager Rohan Korde Piyush Baranwal
ISIN Code INF00XX01895 INF03VN01563
Exits Load Exit load of 1% if redeemed within 12 months./365 Exit load of 1%, if redeemed within 1 month./365

Trailing Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth
1 Month 1.66% 3.02%
6 Month 27.99% 22.86%
1 Year 67.26% 50.62%
3 Year 25.91% -
5 Year - -

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth
6 Month - -
1 Year 29.45% 18.62%
3 Year 63.57% 37.96%
5 Year 67.28% 37.96%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth
1 Year 24.34% 32.55%
3 Year 73.64% 44.65%
5 Year 75.77% 44.65%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth
Standard Deviation 14.37% 5.67%
Sharp 1.22% -
Beta 0.89% -
Alpha -0.32% -

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Fund Managers

Scheme Name ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth
Name Rohan Korde Piyush Baranwal
Total AUM ₹4626 Cr ₹5379 Cr
Fund Manage 10 9
ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

Market Cap

Scheme Name

ITI Mid Cap Fund Regular - Growth

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Mid Cap 60.31 58.37
Large Cap 20.62 7.87
Small Cap 14.85 16.26
Others 1.92 17.54

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Chemicals & Petrochemicals 2.83 -
Power 5.84 -
Realty 5.47 -
Healthcare Services 3.53 -
Pharmaceuticals & Biotechnology 4.78 -
Auto Components 7.45 -
Industrial Products 7.44 -
Telecom - Services 3.97 -
Banks 6.62 -
Aerospace & Defense 4.62 -
Ferrous Metals 2.97 -
Finance 7.8 -
Electrical Equipment 5.39 -
Oil 1.5 -
IT - Software 6.02 -
Others 1.92 -1.99
IT - Services 1.46 -
Industrial Manufacturing 3.95 -
Retailing 1.93 -
Cement & Cement Products 1.57 -
Petroleum Products 1.83 -
Transport Services 0.9 -
Construction 1.39 4.11
Automobiles 1.66 -
Fertilizers & Agrochemicals 0.83 -
Minerals & Mining 0.83 -
Leisure Services 0.82 -
Diversified FMCG 0.73 -
Non - Ferrous Metals 0.72 -
Entertainment 0.7 -
Gas 0.23 -
Capital Goods - 10.9
Services - 12.4
Financial - 27.48
Healthcare - 13.7
Technology - 6.99
Metals & Mining - 3.7
Automobile - 2.79
Consumer Staples - 4.8
Materials - 4.34
Energy - 3.04
Consumer Discretionary - 1.91
Chemicals - 2.29
Communication - 1.78
Diversified - 0.51
Textiles - 1.03
Insurance - 0.26

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