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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) | ₹3731 Cr | ₹8518 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 | 4.43% | 3.63% |
| 6 Month | 15.67% | 17.47% |
| 1 Year | 9.34% | 13.79% |
| 3 Year | 25.05% | 27.26% |
| 5 Year | - | 28.32% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.91% | 0.78% |
| 1 Year | 12.01% | 15.45% |
| 3 Year | 20.78% | 24.59% |
| 5 Year | - | 23.29% |
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% | 18.92% |
| 5 Year | - | 19.13% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.15% | 13.27% |
| Sharp | 1.08% | 1.21% |
| Beta | 0.90% | 0.95% |
| Alpha | 2.23% | 4.1% |
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 | 19.38 | 8.21 |
| Mid Cap | 60.81 | 55.09 |
| Large Cap | 4.1 | 15.32 |
| Small Cap | 15.71 | 21.38 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 9.73 | 0.32 |
| Industrials | 15.19 | 9.75 |
| Basic Materials | 4.5 | 4.47 |
| Consumer Defensive | 1.79 | - |
| Healthcare | 13.66 | 18.35 |
| Financial Services | 22.27 | 31.64 |
| Real Estate | 5.56 | 7.62 |
| Technology | 10.44 | 8.7 |
| Consumer Cyclical | 9.27 | 17.8 |
| Energy | 2.88 | - |
| Communication Services | 4.5 | 1.35 |
| Utilities | 0.21 | - |
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