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) | ₹3582 Cr | ₹11297 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 | 2.71% | 2.27% |
6 Month | 22.72% | 21.47% |
1 Year | 3.59% | 1.3% |
3 Year | 24.26% | 22.63% |
5 Year | - | 28.38% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.69% | 4.63% |
1 Year | 17.73% | 13.94% |
3 Year | 24.37% | 24.57% |
5 Year | - | 23.94% |
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 | - | 15.59% |
Sharp | - | 1.00% |
Beta | - | 0.92% |
Alpha | - | 2.12% |
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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