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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) | ₹3500 Cr | ₹6654 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 | 0.28% | -0.86% |
| 6 Month | 17.99% | 19.39% |
| 1 Year | 8.02% | 4.87% |
| 3 Year | - | 22.44% |
| 5 Year | - | 26.64% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| 6 Month | 7% | 6.47% |
| 1 Year | 11.38% | 10.95% |
| 3 Year | - | 21.11% |
| 5 Year | - | 21.08% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| 1 Year | 37.4% | 13.67% |
| 3 Year | - | 15.45% |
| 5 Year | - | 15.84% |
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 | - | 0.96% |
| Alpha | - | -1.28% |
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 | 16.94 | 6.03 |
| Mid Cap | 61.87 | 69.66 |
| Large Cap | 5.33 | 7.18 |
| Small Cap | 15.86 | 17.12 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
ICICI Prudential MidCap Fund - Growth |
|---|---|---|
| Others | 7.31 | 2.07 |
| Industrials | 18.03 | 21.95 |
| Basic Materials | 5.03 | 26.28 |
| Healthcare | 14.64 | 2.82 |
| Financial Services | 23.98 | 18.82 |
| Real Estate | 3.64 | 6.55 |
| Technology | 9.52 | 0.38 |
| Consumer Cyclical | 7.4 | 10.46 |
| Energy | 3.12 | - |
| Consumer Defensive | 2.06 | - |
| Communication Services | 5.04 | 10.54 |
| Utilities | 0.23 | 0.13 |
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