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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs ICICI Prudential MidCap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
ICICI Prudential MidCap Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4346 Cr | ₹7055 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 07 Sep 2022 | 28 Oct 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 0.0% | 73% |
| Expense Ratio | 1.91 | 1.9 |
| Manager | Piyush Baranwal | Sharmila D'mello |
| ISIN Code | INF03VN01563 | INF109K01AN2 |
| 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 | ICICI Prudential MidCap 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 | ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| 1 Month | -2.58% | -1.62% |
| 6 Month | 5.18% | 3.99% |
| 1 Year | 2.55% | 4.87% |
| 3 Year | 24.63% | 21.7% |
| 5 Year | - | 22.34% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| 6 Month | 2.86% | 2.9% |
| 1 Year | 21.61% | 23.16% |
| 3 Year | 22.37% | 20.86% |
| 5 Year | - | 20.13% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| 1 Year | 35.33% | 12.99% |
| 3 Year | 24.28% | 15.98% |
| 5 Year | - | 16.1% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| Standard Deviation | 15.25% | 14.46% |
| Sharp | 1.16% | 0.97% |
| Beta | 0.92% | 0.98% |
| Alpha | 2.87% | -0.96% |
Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Sharmila D'mello |
| Total AUM | ₹5379 Cr | ₹354743 Cr |
| Funds Managed | 9 | 35 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| Others | 17.48 | 5.17 |
| Mid Cap | 60.73 | 71.89 |
| Large Cap | 5.03 | 8.92 |
| Small Cap | 16.76 | 14.02 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| Others | 6.39 | 1.58 |
| Basic Materials | 5.72 | 26.99 |
| Consumer Defensive | 0.78 | - |
| Healthcare | 15.15 | 1.33 |
| Financial Services | 23.03 | 21.71 |
| Industrials | 14.1 | 21.49 |
| Real Estate | 5.71 | 6.3 |
| Technology | 12.66 | 0.38 |
| Consumer Cyclical | 9.36 | 11.55 |
| Energy | 2.63 | - |
| Communication Services | 4.48 | 8.53 |
| Utilities | - | 0.14 |
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