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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) | ₹4075 Cr | ₹6964 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 | -0.34% | 0.05% |
| 6 Month | 7.61% | 4.71% |
| 1 Year | 5.05% | 5.51% |
| 3 Year | 24.31% | 21.13% |
| 5 Year | - | 23.18% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| 6 Month | 4.29% | 3.34% |
| 1 Year | 22.21% | 22.13% |
| 3 Year | 22.92% | 20.69% |
| 5 Year | - | 20.1% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| 1 Year | 35.33% | 13.11% |
| 3 Year | 24.28% | 15.93% |
| 5 Year | - | 16.05% |
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 | 20.1 | 5.19 |
| Mid Cap | 59.89 | 71.68 |
| Large Cap | 4.18 | 8.81 |
| Small Cap | 15.83 | 14.32 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| Others | 8.81 | 1.3 |
| Industrials | 13.94 | 21.61 |
| Basic Materials | 4.55 | 27.85 |
| Consumer Defensive | 1.34 | - |
| Healthcare | 13.94 | 1.36 |
| Financial Services | 22.32 | 20.1 |
| Real Estate | 5.9 | 6.76 |
| Technology | 12.11 | 0.37 |
| Consumer Cyclical | 8.77 | 11.2 |
| Energy | 3.52 | - |
| Communication Services | 4.79 | 9.29 |
| Utilities | 0 | 0.15 |
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