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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) | ₹3582 Cr | ₹8062 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 | 2.71% | 1.36% |
| 6 Month | 22.72% | 27.8% |
| 1 Year | 3.59% | 7.2% |
| 3 Year | 24.26% | 26.25% |
| 5 Year | - | 27.36% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 6.69% | 7.06% |
| 1 Year | 17.73% | 23.07% |
| 3 Year | 24.37% | 28.62% |
| 5 Year | - | 25.52% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 37.4% | 14.54% |
| 3 Year | - | 18.76% |
| 5 Year | - | 19.05% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.27% |
| Sharp | - | 1.2% |
| Beta | - | 0.95% |
| Alpha | - | 4.69% |
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 | 16.94 | 8.19 |
| Mid Cap | 61.87 | 59.02 |
| Large Cap | 5.33 | 12.26 |
| Small Cap | 15.86 | 20.53 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 7.31 | 1.92 |
| Industrials | 18.03 | 10.06 |
| Basic Materials | 5.03 | 5.42 |
| Healthcare | 14.64 | 19.75 |
| Financial Services | 23.98 | 29.43 |
| Real Estate | 3.64 | 7.86 |
| Technology | 9.52 | 7.74 |
| Consumer Cyclical | 7.4 | 16.17 |
| Energy | 3.12 | - |
| Consumer Defensive | 2.06 | - |
| Communication Services | 5.04 | 1.65 |
| Utilities | 0.23 | - |
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