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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 | -1.42% | -3.54% |
| 6 Month | 11.64% | 9.95% |
| 1 Year | 5.59% | 4.27% |
| 3 Year | - | 25.86% |
| 5 Year | - | 31.45% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.05% | 7.44% |
| 1 Year | 13.06% | 9.51% |
| 3 Year | - | 25.89% |
| 5 Year | - | 25.28% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 42.73% | 15.93% |
| 3 Year | - | 20.64% |
| 5 Year | - | 20.33% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 16.18% |
| Sharp | - | 1.42% |
| Beta | - | 0.92% |
| Alpha | - | 2.86% |
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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 | 19.75 | 8.94 |
| Mid Cap | 60.01 | 70.16 |
| Large Cap | 5.42 | 8.07 |
| Small Cap | 14.83 | 12.84 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.36 | 3.65 |
| Industrials | 17.9 | 12.62 |
| Basic Materials | 4.24 | 10.74 |
| Healthcare | 14 | 10.21 |
| Financial Services | 21.11 | 23.22 |
| Real Estate | 2.76 | 3.27 |
| Technology | 10.97 | 10.73 |
| Consumer Cyclical | 7.8 | 15.12 |
| Energy | 2.7 | 2.29 |
| Utilities | 0.25 | 0.73 |
| Consumer Defensive | 1.81 | 5.18 |
| Communication Services | 5.09 | 2.24 |
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