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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) | ₹3582 Cr | ₹83105 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 | 2.71% | 2.31% |
| 6 Month | 22.72% | 20.27% |
| 1 Year | 3.59% | 1.04% |
| 3 Year | 24.26% | 23.91% |
| 5 Year | - | 28.37% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 6.69% | 5.13% |
| 1 Year | 17.73% | 15.05% |
| 3 Year | 24.37% | 22.66% |
| 5 Year | - | 24.25% |
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 | - | 13.84% |
| Sharp | - | 1.20% |
| Beta | - | 0.83% |
| Alpha | - | 4.36% |
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 | 16.94 | 12.06 |
| Mid Cap | 61.87 | 61.58 |
| Large Cap | 5.33 | 7.16 |
| Small Cap | 15.86 | 19.2 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 7.31 | 7.22 |
| Industrials | 18.03 | 10.31 |
| Basic Materials | 5.03 | 5.74 |
| Healthcare | 14.64 | 12 |
| Financial Services | 23.98 | 24.14 |
| Real Estate | 3.64 | - |
| Technology | 9.52 | 10.2 |
| Consumer Cyclical | 7.4 | 18.34 |
| Energy | 3.12 | 2.77 |
| Consumer Defensive | 2.06 | 5.12 |
| Communication Services | 5.04 | 2.93 |
| Utilities | 0.23 | 1.24 |
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