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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) | ₹4448 Cr | ₹13650 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 | -2.55% | -1.51% |
| 6 Month | 0.97% | 2% |
| 1 Year | 12.73% | 12.15% |
| 3 Year | 25.78% | 26.5% |
| 5 Year | - | 24.12% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.33% | 2.1% |
| 1 Year | 16.39% | 15.23% |
| 3 Year | 19.49% | 19.69% |
| 5 Year | - | 21.06% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 27.51% | 14.91% |
| 3 Year | 25.19% | 21.6% |
| 5 Year | - | 20.79% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.25% | 15.39% |
| Sharp | 1.16% | 1.17% |
| Beta | 0.93% | 0.94% |
| Alpha | 2.48% | 2.53% |
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 | 23.49 | 9.83 |
| Mid Cap | 57.32 | 71.13 |
| Large Cap | 4.1 | 8.41 |
| Small Cap | 15.09 | 10.64 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.58 | 2.22 |
| Basic Materials | 7.39 | 9.89 |
| Consumer Defensive | 0.71 | 4.81 |
| Healthcare | 16.36 | 8.08 |
| Financial Services | 19.94 | 29.72 |
| Industrials | 11.56 | 13.36 |
| Real Estate | 5.8 | 2.85 |
| Technology | 9.27 | 9.35 |
| Consumer Cyclical | 8.18 | 14.55 |
| Energy | 2.98 | 2.24 |
| Communication Services | 6.24 | 2.39 |
| Utilities | - | 0.55 |
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