WhiteOak Capital Mid Cap Fund Regular Plan Growth vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Chart Comparison
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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