Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital Multi Cap Fund vs ITI Multi Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Multi Cap Fund Regular - Growth

Invest Now

tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Very High Risk
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 -7.57% -5.14%
6 Month -17.27% -7.55%
1 Year -2.27% 9.23%
3 Year 16.05% -
5 Year 12.38% -

SIP Return Analysis

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
6 Month - -
1 Year -19.26% -4.33%
3 Year 14.13% -
5 Year 15.2% -

Rolling Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth WhiteOak Capital Multi Cap Fund - Regular (G)
1 Year 19.12% 34.95%
3 Year 17.9% -
5 Year 17.15% -

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-icons

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
Fund Manage 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 4.39 4.87
Large Cap 40.39 33.63
Small Cap 31.18 34.03
Mid Cap 24.04 27.47

Sector Allocation

Scheme Name

ITI Multi Cap Fund Regular - Growth

WhiteOak Capital Multi Cap Fund - Regular (G)

Others 4.39 4.87
Petroleum Products 3.67 1.54
IT - Software 6.37 5.54
Construction 3.82 2.08
Banks 9.89 12.52
Pharmaceuticals & Biotechnology 6.07 5.83
Aerospace & Defense 2.06 0.87
Leisure Services 2.07 1.66
Electrical Equipment 5.67 4.45
Chemicals & Petrochemicals 4.8 1.58
Cement & Cement Products 1.97 0.9
IT - Services 1.13 1.19
Industrial Manufacturing 2.65 -
Automobiles 3.21 1.32
Industrial Products 6.19 5.09
Finance 3.32 6.95
Non - Ferrous Metals 2.09 0.36
Diversified FMCG 3.41 0.23
Insurance 2.59 2.65
Ferrous Metals 1.43 1.04
Agricultural Food & other Products 0.87 0.04
Consumer Durables 2.67 3.52
Transport Services 0.51 0.9
Auto Components 3.3 2.95
Telecom - Services 1.73 2.14
Capital Markets 2.71 8.54
Healthcare Services 1.09 2.2
Textiles & Apparels 2.11 0.64
Power 2.87 0.48
Household Products 0.89 0.88
Realty 1.93 3.56
Retailing 1.53 5.33
Financial Technology (Fintech) 0.99 0.72
Paper, Forest & Jute Products - 0.12
Personal Products - 1.65
Food Products - 1.33
Beverages - 0.37
Healthcare Equipment & Supplies - 1.31
Diversified - 0.23
Oil - 0.79
Commercial Services & Supplies - 0.6
Gas - 0.27
Minerals & Mining - 0.42
Entertainment - 0.34

Top Comparisons

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns15.15%

VS

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns10.76%

Compare Now

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns10.45%

VS

LIC MF Flexi Cap Fund-Regular Plan-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

3Y Returns10.45%

Compare Now

Aditya Birla Sun Life India Gennext Fund-Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

3Y Returns13.54%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns11.52%

Compare Now

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns8.47%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns15.05%

Compare Now
Add to Cart Successfully