WhiteOak Capital Mid Cap Fund Regular Plan Growth vs ICICI Prudential MidCap Fund compare

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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ICICI Prudential MidCap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3731 Cr	₹6589 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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	ICICI Prudential MidCap Fund - Growth
1 Month	1.01%	0.45%
6 Month	17.84%	18.62%
1 Year	5.35%	3.89%
3 Year	25.49%	22.84%
5 Year	-	27.05%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	ICICI Prudential MidCap Fund - Growth
6 Month	4.46%	3.07%
1 Year	20.04%	19.58%
3 Year	24.2%	21.73%
5 Year	-	21.09%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	ICICI Prudential MidCap Fund - Growth
1 Year	35.33%	13.38%
3 Year	24.28%	15.59%
5 Year	-	15.96%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	ICICI Prudential MidCap Fund - Growth
Standard Deviation	15.15%	14.46%
Sharp	1.08%	0.91%
Beta	0.90%	0.98%
Alpha	2.23%	-1.09%

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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	ICICI Prudential MidCap Fund - Growth
Others	19.38	4.99
Mid Cap	60.81	71.74
Large Cap	4.1	8.02
Small Cap	15.71	15.26

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	ICICI Prudential MidCap Fund - Growth
Others	9.73	1.96
Industrials	15.19	22.29
Basic Materials	4.5	27.41
Consumer Defensive	1.79	-
Healthcare	13.66	1.37
Financial Services	22.27	18.59
Real Estate	5.56	6.19
Technology	10.44	0.36
Consumer Cyclical	9.27	11.44
Energy	2.88	-
Communication Services	4.5	10.25
Utilities	0.21	0.13