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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 | 2.16% | 1.88% |
| 6 Month | -9.34% | -7.67% |
| 1 Year | 7.44% | 13.66% |
| 3 Year | 21.88% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | WhiteOak Capital Mid Cap Fund Regular Plan Growth |
|---|---|---|
| 6 Month | -2.41% | -4.07% |
| 1 Year | -12.71% | -7.71% |
| 3 Year | 20.93% | - |
| 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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