WhiteOak Capital Mid Cap Fund Regular Plan Growth vs HDFC Mid compare

WhiteOak Capital Mid Cap Fund Regular Plan Growth vs HDFC Mid compare

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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HDFC Mid-Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Fund - Growth Plan
Fund	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹4346 Cr	₹92169 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	07 Sep 2022	25 Jun 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%	14.6%
Expense Ratio	1.91	1.39
Manager	Piyush Baranwal	Dhruv Muchhal
ISIN Code	INF03VN01563	INF179K01CR2
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	HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Fund - Growth Plan
1 Month	-2.58%	-1.24%
6 Month	5.18%	5.43%
1 Year	2.55%	4.63%
3 Year	24.63%	24.69%
5 Year	-	25.31%

SIP Return Analysis

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Fund - Growth Plan
6 Month	2.86%	2.88%
1 Year	21.61%	20.1%
3 Year	22.37%	20.78%
5 Year	-	22.84%

Rolling Lumpsum Returns

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Fund - Growth Plan
1 Year	35.33%	14.36%
3 Year	24.28%	20.76%
5 Year	-	20.06%

Risk Management

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Fund - Growth Plan
Standard Deviation	15.25%	13.85%
Sharp	1.16%	1.25%
Beta	0.92%	0.86%
Alpha	2.87%	3.57%

Fund Managers

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Fund - Growth Plan
Name	Piyush Baranwal	Dhruv Muchhal
Total AUM	₹5379 Cr	₹520687 Cr
Funds Managed	9	40
	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Fund - Growth Plan

Market Cap

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Fund - Growth Plan
Others	17.48	12.16
Mid Cap	60.73	63.68
Large Cap	5.03	7.64
Small Cap	16.76	16.51

Sector Allocation

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Fund - Growth Plan
Others	6.39	6.97
Basic Materials	5.72	5.07
Consumer Defensive	0.78	5.56
Healthcare	15.15	12.26
Financial Services	23.03	27.28
Industrials	14.1	9.05
Real Estate	5.71	-
Technology	12.66	10.48
Consumer Cyclical	9.36	16.69
Energy	2.63	2.76
Communication Services	4.48	2.76
Utilities	-	1.11

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