- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3731 Cr | ₹11731 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 | 5.98% | 4.95% |
| 6 Month | 16.37% | 11.39% |
| 1 Year | 10.13% | 6.05% |
| 3 Year | 25.62% | 25.24% |
| 5 Year | - | 29.36% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.75% | 2.24% |
| 1 Year | 20.85% | 14.29% |
| 3 Year | 24.53% | 23.7% |
| 5 Year | - | 23.38% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 35.33% | 15.38% |
| 3 Year | 24.28% | 21.06% |
| 5 Year | - | 20.55% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.15% | 15.52% |
| Sharp | 1.08% | 1.03% |
| Beta | 0.90% | 0.92% |
| Alpha | 2.23% | 1.68% |
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 | 19.38 | 7.34 |
| Mid Cap | 60.81 | 70.95 |
| Large Cap | 4.1 | 8.47 |
| Small Cap | 15.71 | 13.24 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.73 | 3.62 |
| Industrials | 15.19 | 14.71 |
| Basic Materials | 4.5 | 11.05 |
| Consumer Defensive | 1.79 | 4.53 |
| Healthcare | 13.66 | 10.47 |
| Financial Services | 22.27 | 24.25 |
| Real Estate | 5.56 | 2.71 |
| Technology | 10.44 | 9.68 |
| Consumer Cyclical | 9.27 | 14.24 |
| Energy | 2.88 | 2.41 |
| Communication Services | 4.5 | 1.78 |
| Utilities | 0.21 | 0.57 |
Top Comparisons
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.83%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.3%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns25.74%
Quant Mid Cap Fund-Growth
3Y Returns17.32%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns19.69%
SBI Focused Fund - Regular Plan -Growth
3Y Returns16.81%
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns9.73%
