WhiteOak Capital Multi Cap Fund vs ITI Multi Cap Fund Regular compare
ITI Multi Cap Fund Regular - Growth
WhiteOak Capital Multi Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
Fund | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1313 Cr | ₹1481 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 15 May 2019 | 22 Sep 2023 |
Category | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | % | % |
Expense Ratio | 2.01 | 2.06 |
Manager | Rohan Korde | Piyush Baranwal |
ISIN Code | INF00XX01135 | INF03VN01795 |
Exits Load | ITI Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | WhiteOak Capital Multi 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 Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
1 Month | 7.77% | 6.58% |
6 Month | -16.9% | -9.56% |
1 Year | -0.29% | 12.58% |
3 Year | 17.26% | - |
5 Year | 21.87% | - |
SIP Return Analysis
Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | -8.65% | -5.85% |
1 Year | -18.43% | -5.11% |
3 Year | 14.77% | - |
5 Year | 15.41% | - |
Rolling Lumpsum Returns
Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 18.63% | 31.76% |
3 Year | 17.75% | - |
5 Year | 16.88% | - |
Risk Management
Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 13.806% | - |
Sharp | 0.754% | - |
Beta | 0.935% | - |
Alpha | 2.853% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
Name | Rohan Korde | Piyush Baranwal |
Total AUM | ₹4626 Cr | ₹5379 Cr |
Funds Managed | 10 | 9 |
ITI Multi Cap Fund Regular - Growth | WhiteOak Capital Multi Cap Fund - Regular (G) |
Market Cap
Scheme Name |
ITI Multi Cap Fund Regular - Growth |
WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
Others | 5.67 | 12.45 |
Large Cap | 37.82 | 34.59 |
Small Cap | 31.26 | 29.31 |
Mid Cap | 25.25 | 23.66 |
Sector Allocation
Scheme Name |
ITI Multi Cap Fund Regular - Growth |
WhiteOak Capital Multi Cap Fund - Regular (G) |
---|---|---|
Others | 3.9 | 9.11 |
Energy | 3.66 | 2.52 |
Technology | 12.49 | 10.32 |
Industrials | 19.38 | 11.86 |
Financial Services | 17.43 | 27.44 |
Healthcare | 8.49 | 9.5 |
Consumer Cyclical | 13.3 | 14.08 |
Basic Materials | 9.84 | 4.91 |
Utilities | 2.59 | 1.19 |
Consumer Defensive | 4.67 | 2.51 |
Communication Services | 1.87 | 3.47 |
Real Estate | 2.38 | 3.09 |
Top Comparisons
HDFC Medium Term Debt Fund - Growth Option
3Y Returns6.39%
DSP Bond Fund - Growth
3Y Returns6.52%
DSP Global Innovation Fund of Fund - Regular - Growth
3Y Returns11.38%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns13.34%
BANDHAN Banking & PSU Debt Fund - Regular Growth
3Y Returns6.39%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns8.61%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns17.96%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns21.89%