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	Very High	Very High
Asset Size (Cr)	₹1110 Cr	₹2542 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹500
Launch Date	05 Mar 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	2.11	1.92
Manager	Rohan Korde	Piyush Baranwal
ISIN Code	INF00XX01895	INF03VN01563
Exits Load	ITI Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	WhiteOak Capital Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	ITI Mid Cap Fund Regular - Growth	WhiteOak Capital Mid Cap Fund Regular Plan Growth
1 Month	4.51%	5.45%
6 Month	-1.11%	11.67%
1 Year	31.53%	32.54%
3 Year	23.14%	-
5 Year	-	-

Scheme Name	ITI Mid Cap Fund Regular - Growth	WhiteOak Capital Mid Cap Fund Regular Plan Growth
6 Month	-	-
1 Year	16.2%	30.9%
3 Year	32%	-
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	2.86	6.21
Mid Cap	71.32	65.97
Small Cap	15.99	20.97
Large Cap	9.83	6.85

Scheme Name	ITI Mid Cap Fund Regular - Growth	WhiteOak Capital Mid Cap Fund Regular Plan Growth
Others	2.86	6.21
Power	5.4	-
Industrial Products	7.49	7.06
Construction	1.95	0.41
IT - Services	1.52	0.98
Finance	8.15	7.72
Healthcare Services	4.41	4.55
Electrical Equipment	7.22	4.9
Agricultural, Commercial & Construction Vehicles	1.01	-
Chemicals & Petrochemicals	3.26	0.52
IT - Software	6.91	7.27
Petroleum Products	1.09	0.79
Transport Services	1.28	0.81
Non - Ferrous Metals	2.02	-
Pharmaceuticals & Biotechnology	6.9	6.26
Banks	4.38	3.57
Aerospace & Defense	1.18	-
Insurance	1.46	5.25
Agricultural Food & other Products	1.65	-
Industrial Manufacturing	3.43	-
Realty	4.03	3.61
Ferrous Metals	2	0.76
Consumer Durables	2.94	3.4
Capital Markets	1.83	7.82
Auto Components	3.68	4.42
Telecom - Services	1.35	2.65
Financial Technology (Fintech)	1.29	2.24
Automobiles	1.14	-
Minerals & Mining	0.97	0.66
Fertilizers & Agrochemicals	1.2	1.34
Retailing	2.12	5.1
Commercial Services & Supplies	0.92	0.37
Textiles & Apparels	1.05	0.7
Cement & Cement Products	1	0.95
Transport Infrastructure	0.91	-
Leisure Services	-	3.08
Paper, Forest & Jute Products	-	0.24
Personal Products	-	1.23
Food Products	-	0.07
Beverages	-	0.44
Healthcare Equipment & Supplies	-	1.16
Diversified	-	1.35
Oil	-	1.46
Gas	-	0.56
Diversified FMCG	-	0.09