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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 Very High Very High
Asset Size (Cr) ₹1095 Cr ₹2657 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 2.06 1.91
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

Trailing Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth
1 Month 8.14% 5.15%
6 Month -16.34% -12.56%
1 Year 3.43% 10.55%
3 Year 20.77% -
5 Year - -

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth
6 Month -6.95% -7.78%
1 Year -15.77% -8.13%
3 Year 20.94% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth
1 Year 18.59% 45.53%
3 Year 23.23% -
5 Year - -

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth
Standard Deviation 15.396% -
Sharp 0.922% -
Beta 0.903% -
Alpha 0.547% -

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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
Funds Managed 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

Others 7.19 16.33
Mid Cap 67.18 58.93
Small Cap 18.11 15.05
Large Cap 7.52 9.68

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Others 5.54 14.09
Utilities 2.37 0.82
Technology 16.29 10.66
Industrials 20.88 12.99
Financial Services 19.06 21.4
Healthcare 12.55 12.44
Consumer Cyclical 9.91 12.01
Basic Materials 5.77 4.56
Energy 1.88 2.77
Real Estate 2.04 3.19
Communication Services 1.44 4.09
Consumer Defensive 2.29 0.98

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