- 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 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) | ₹3731 Cr | ₹84855 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 | 4.43% | 4.21% |
| 6 Month | 15.67% | 12.98% |
| 1 Year | 9.34% | 7.61% |
| 3 Year | 25.05% | 25.9% |
| 5 Year | - | 29.74% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.05% | 0.32% |
| 1 Year | 12.28% | 10.23% |
| 3 Year | 21.02% | 19.2% |
| 5 Year | - | 22.07% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 35.33% | 14.73% |
| 3 Year | 24.28% | 20.43% |
| 5 Year | - | 19.73% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 15.27% | 13.86% |
| Sharp | 1.13% | 1.28% |
| Beta | 0.92% | 0.86% |
| Alpha | 2.31% | 3.88% |
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 | 19.38 | 10.91 |
| Mid Cap | 60.81 | 62.44 |
| Large Cap | 4.1 | 7.87 |
| Small Cap | 15.71 | 18.77 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 9.73 | 6.37 |
| Industrials | 15.19 | 10.55 |
| Basic Materials | 4.5 | 5.54 |
| Consumer Defensive | 1.79 | 5.67 |
| Healthcare | 13.66 | 12.55 |
| Financial Services | 22.27 | 24.7 |
| Real Estate | 5.56 | - |
| Technology | 10.44 | 9.82 |
| Consumer Cyclical | 9.27 | 17.92 |
| Energy | 2.88 | 2.9 |
| Communication Services | 4.5 | 2.73 |
| Utilities | 0.21 | 1.24 |
Top Comparisons
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.93%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns7.14%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.04%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns7.1%
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns7.46%
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth
3Y Returns7.95%
