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

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

Scheme Name	ITI Mid Cap Fund Regular - Growth	WhiteOak Capital Mid Cap Fund Regular Plan Growth
1 Month	-7.38%	-4.91%
6 Month	2.99%	12.99%
1 Year	38.92%	35.3%
3 Year	19.31%	-
5 Year	-	-

Scheme Name	ITI Mid Cap Fund Regular - Growth	WhiteOak Capital Mid Cap Fund Regular Plan Growth
6 Month	-	-
1 Year	21.65%	31.47%
3 Year	31.77%	-
5 Year	-	-

Scheme Name	ITI Mid Cap Fund Regular - Growth	WhiteOak Capital Mid Cap Fund Regular Plan Growth
1 Year	18.31%	48.63%
3 Year	23.99%	-
5 Year	-	-

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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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

Scheme Name	ITI Mid Cap Fund Regular - Growth	WhiteOak Capital Mid Cap Fund Regular Plan Growth
Others	1.92	17.54
Mid Cap	60.31	58.37
Small Cap	14.85	16.26
Large Cap	20.62	7.87

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