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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Invesco India Midcap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4346 Cr | ₹10006 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 07 Sep 2022 | 19 Apr 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | BSE 150 MidCap Index |
| Turn Over | 0.0% | 70% |
| Expense Ratio | 1.91 | 1.8 |
| Manager | Piyush Baranwal | Aditya Khemani |
| ISIN Code | INF03VN01563 | INF205K01BC9 |
| 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 | Invesco India Mid Cap 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 | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | -3.19% | -2.6% |
| 6 Month | 4.77% | 4.14% |
| 1 Year | 1.99% | 2.81% |
| 3 Year | 24.63% | 26% |
| 5 Year | - | 24.23% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.86% | 1.32% |
| 1 Year | 21.61% | 22.16% |
| 3 Year | 22.37% | 25.34% |
| 5 Year | - | 23.64% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 35.33% | 14.41% |
| 3 Year | 24.28% | 19.22% |
| 5 Year | - | 19.26% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.25% | 13.27% |
| Sharp | 1.16% | 1.25% |
| Beta | 0.92% | 0.95% |
| Alpha | 2.87% | 3.8% |
Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Aditya Khemani |
| Total AUM | ₹5379 Cr | ₹12070 Cr |
| Funds Managed | 9 | 3 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 17.48 | 10.42 |
| Mid Cap | 60.73 | 54.49 |
| Large Cap | 5.03 | 14.19 |
| Small Cap | 16.76 | 20.89 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 6.39 | 2.01 |
| Basic Materials | 5.72 | 3.63 |
| Consumer Defensive | 0.78 | - |
| Healthcare | 15.15 | 17.1 |
| Financial Services | 23.03 | 34.71 |
| Industrials | 14.1 | 6.94 |
| Real Estate | 5.71 | 7.67 |
| Technology | 12.66 | 6.91 |
| Consumer Cyclical | 9.36 | 20.6 |
| Energy | 2.63 | - |
| Communication Services | 4.48 | 0.44 |
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