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) | ₹3191 Cr | ₹6421 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 | 3.92% | 4.28% |
6 Month | -0.31% | 6.22% |
1 Year | 10.37% | 4.55% |
3 Year | - | 27.1% |
5 Year | - | 30.37% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
---|---|---|
6 Month | 13.57% | 16.41% |
1 Year | 16.8% | 20.99% |
3 Year | - | 26.42% |
5 Year | - | 24.45% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
---|---|---|
1 Year | 42.73% | 14.02% |
3 Year | - | 15.19% |
5 Year | - | 15.78% |
Risk Management
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
---|---|---|
Standard Deviation | - | 14.46% |
Sharp | - | 1.02% |
Beta | - | 0.93% |
Alpha | - | -1.27% |
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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 | 17.53 | 1.06 |
Mid Cap | 63.24 | 69.04 |
Large Cap | 4.79 | 12.82 |
Small Cap | 14.44 | 17.11 |
Sector Allocation
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
ICICI Prudential MidCap Fund - Growth |
---|---|---|
Others | 8.88 | 1.06 |
Industrials | 16.97 | - |
Basic Materials | 4.39 | - |
Healthcare | 14.09 | - |
Financial Services | 23.1 | - |
Real Estate | 3.03 | - |
Technology | 11.21 | - |
Consumer Cyclical | 7.99 | - |
Energy | 3.38 | - |
Utilities | 0.54 | - |
Consumer Defensive | 1.37 | - |
Communication Services | 5.07 | - |
Fertilizers & Agrochemicals | - | 5.52 |
Industrial Products | - | 11.88 |
Finance | - | 3.77 |
Cement & Cement Products | - | 5.02 |
IT - Services | - | 2.53 |
Non - Ferrous Metals | - | 1.38 |
Agricultural, Commercial & Construction Vehicles | - | 3.11 |
Chemicals & Petrochemicals | - | 5.38 |
Pharmaceuticals & Biotechnology | - | 2.06 |
Auto Components | - | 7.32 |
Electrical Equipment | - | 4.87 |
IT - Software | - | 0.55 |
Realty | - | 7.59 |
Banks | - | 0.78 |
Automobiles | - | 0.25 |
Capital Markets | - | 10.06 |
Telecom - Services | - | 4.57 |
Diversified Metals | - | 0.87 |
Consumer Durables | - | 2.11 |
Ferrous Metals | - | 7.23 |
Diversified | - | 0.06 |
Leisure Services | - | 0.8 |
Healthcare Services | - | 0.42 |
Financial Technology (Fintech) | - | 3.18 |
Minerals & Mining | - | 0.6 |
Retailing | - | 4.14 |
Industrial Manufacturing | - | 0.36 |
Power | - | 0.11 |
Construction | - | 0.56 |
Textiles & Apparels | - | 1.23 |
Gas | - | 0.04 |
Transport Infrastructure | - | 0.62 |
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