WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Invesco India Midcap Fund compare

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Invesco India Midcap Fund - Growth Option

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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	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)	₹2657 Cr	₹5645 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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Invesco India Midcap Fund - Growth Option
1 Month	4.27%	4.5%
6 Month	-2.65%	-1.28%
1 Year	11.76%	14.91%
3 Year	-	32.73%
5 Year	-	30.63%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Invesco India Midcap Fund - Growth Option
6 Month	11.17%	13.85%
1 Year	12.46%	19.18%
3 Year	-	30%
5 Year	-	26.59%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Invesco India Midcap Fund - Growth Option
1 Year	42.73%	14.33%
3 Year	-	18.54%
5 Year	-	18.96%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Invesco India Midcap Fund - Growth Option
Standard Deviation	-	13.27%
Sharp	-	1.21%
Beta	-	0.93%
Alpha	-	2.06%

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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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Invesco India Midcap Fund - Growth Option
Others	16.33	0.06
Mid Cap	58.93	66.19
Small Cap	15.05	20.26
Large Cap	9.68	13.49

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Invesco India Midcap Fund - Growth Option
Others	14.09	0.06
Industrials	12.99	-
Basic Materials	4.56	-
Consumer Cyclical	12.01	-
Healthcare	12.44	-
Financial Services	21.4	-
Technology	10.66	-
Energy	2.77	-
Consumer Defensive	0.98	-
Real Estate	3.19	-
Utilities	0.82	-
Communication Services	4.09	-
Industrial Products	-	5.32
Retailing	-	7.83
Auto Components	-	3.5
Healthcare Services	-	10.63
Realty	-	7.88
Insurance	-	6.33
Consumer Durables	-	6.19
Leisure Services	-	4.87
Pharmaceuticals & Biotechnology	-	6.61
Electrical Equipment	-	2.75
Capital Markets	-	8.51
Finance	-	7.43
Banks	-	4.07
Ferrous Metals	-	2.91
IT - Software	-	4.99
Telecom - Services	-	1.97
Transport Services	-	2.99
Cement & Cement Products	-	3.65
Industrial Manufacturing	-	1.51