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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Edelweiss Mid Cap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3454 Cr | ₹10988 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 07 Sep 2022 | 26 Dec 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 0.0% | 43% |
| Expense Ratio | 1.91 | 1.73 |
| Manager | Piyush Baranwal | Trideep Bhattacharya |
| ISIN Code | INF03VN01563 | INF843K01013 |
| Exits Load | 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 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.54% | -1.54% |
| 6 Month | 13.85% | 13.46% |
| 1 Year | 7.72% | 5.68% |
| 3 Year | - | 24.25% |
| 5 Year | - | 29.34% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.95% | 6.08% |
| 1 Year | 9.26% | 5.78% |
| 3 Year | - | 23.14% |
| 5 Year | - | 23.48% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 37.4% | 15.68% |
| 3 Year | - | 20.86% |
| 5 Year | - | 20.48% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 15.64% |
| Sharp | - | 1.14% |
| Beta | - | 0.92% |
| Alpha | - | 1.71% |
Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Trideep Bhattacharya |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Funds Managed | 9 | 9 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.94 | 9 |
| Mid Cap | 61.87 | 69.82 |
| Large Cap | 5.33 | 7.98 |
| Small Cap | 15.86 | 13.21 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.31 | 4.28 |
| Industrials | 18.03 | 13.44 |
| Basic Materials | 5.03 | 10.81 |
| Healthcare | 14.64 | 10.73 |
| Financial Services | 23.98 | 23.52 |
| Real Estate | 3.64 | 2.94 |
| Technology | 9.52 | 10.31 |
| Consumer Cyclical | 7.4 | 14.37 |
| Energy | 3.12 | 2.26 |
| Consumer Defensive | 2.06 | 5.2 |
| Communication Services | 5.04 | 1.49 |
| Utilities | 0.23 | 0.65 |
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