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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs HDFC Mid compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
HDFC Mid-Cap Fund - Growth Plan
Chart Comparison
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) | ₹3454 Cr | ₹84061 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% | -4.09% |
| 6 Month | 6.88% | 5.79% |
| 1 Year | 6.51% | 3.14% |
| 3 Year | - | 25.84% |
| 5 Year | - | 29.77% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 7.95% | 6.32% |
| 1 Year | 9.26% | 7.36% |
| 3 Year | - | 21.61% |
| 5 Year | - | 23.93% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 37.4% | 14.93% |
| 3 Year | - | 20.25% |
| 5 Year | - | 19.59% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 13.79% |
| Sharp | - | 1.39% |
| Beta | - | 0.85% |
| Alpha | - | 4.88% |
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 | 19.75 | 12.45 |
| Mid Cap | 60.01 | 62.14 |
| Large Cap | 5.42 | 5.61 |
| Small Cap | 14.83 | 19.81 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 11.36 | 7.15 |
| Industrials | 17.9 | 9.8 |
| Basic Materials | 4.24 | 7.04 |
| Healthcare | 14 | 10.43 |
| Financial Services | 21.11 | 25.63 |
| Real Estate | 2.76 | - |
| Technology | 10.97 | 11.08 |
| Consumer Cyclical | 7.8 | 17.44 |
| Energy | 2.7 | 2.89 |
| Utilities | 0.25 | 1.31 |
| Consumer Defensive | 1.81 | 4.33 |
| Communication Services | 5.09 | 2.88 |
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