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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 Opportunities Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2657 Cr | ₹73510 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 Opportunities Fund - Growth Plan |
|---|---|---|
| 1 Month | 7.86% | 7.4% |
| 6 Month | 1.18% | 2.72% |
| 1 Year | 14.32% | 11.82% |
| 3 Year | - | 30.45% |
| 5 Year | - | 35.68% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| 6 Month | 5.52% | 6.34% |
| 1 Year | 5.72% | 6.35% |
| 3 Year | - | 25.47% |
| 5 Year | - | 26.53% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| 1 Year | 45.53% | 15.63% |
| 3 Year | - | 19.73% |
| 5 Year | - | 19.19% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 15.301% |
| Sharp | - | 1.022% |
| Beta | - | 0.855% |
| Alpha | - | 4.384% |
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Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities 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 Opportunities Fund - Growth Plan |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| Others | 16.33 | 8.07 |
| Mid Cap | 58.93 | 65.07 |
| Small Cap | 15.05 | 20.98 |
| Large Cap | 9.68 | 5.88 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| Others | 14.09 | 8.07 |
| Industrials | 12.99 | 10.38 |
| Basic Materials | 4.56 | 6.21 |
| Consumer Cyclical | 12.01 | 17.51 |
| Healthcare | 12.44 | 11.93 |
| Financial Services | 21.4 | 24.44 |
| Technology | 10.66 | 10.11 |
| Energy | 2.77 | 2.69 |
| Consumer Defensive | 0.98 | 4.23 |
| Real Estate | 3.19 | - |
| Utilities | 0.82 | 1.37 |
| Communication Services | 4.09 | 3.05 |
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