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
| 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) | ₹2542 Cr | ₹5625 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 | 1.92 | 1.82 |
| 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 | -8.37% | -9.94% |
| 6 Month | -1.83% | -0.83% |
| 1 Year | 19.55% | 26.43% |
| 3 Year | - | 21.67% |
| 5 Year | - | 23.9% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.6% | 19.27% |
| 3 Year | - | 30.45% |
| 5 Year | - | 28.13% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 47.87% | 13.8% |
| 3 Year | - | 17.68% |
| 5 Year | - | 18.59% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 5.67% | 13.27% |
| Sharp | - | 1.12% |
| Beta | - | 0.88% |
| Alpha | - | 3.06% |
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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 |
| Fund Manage | 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 | 6.21 | 1.17 |
| Small Cap | 20.97 | 18.86 |
| Mid Cap | 65.97 | 66 |
| Large Cap | 6.85 | 13.97 |
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 6.21 | 1.17 |
| Realty | 3.61 | 7.78 |
| Industrial Products | 7.06 | 9.16 |
| Pharmaceuticals & Biotechnology | 6.26 | 6.61 |
| Cement & Cement Products | 0.95 | 2.89 |
| Finance | 7.72 | 5.98 |
| Healthcare Services | 4.55 | 6.77 |
| Retailing | 5.1 | 9.78 |
| Chemicals & Petrochemicals | 0.52 | - |
| IT - Software | 7.27 | 6.45 |
| Leisure Services | 3.08 | 5.6 |
| Paper, Forest & Jute Products | 0.24 | - |
| Electrical Equipment | 4.9 | 2.4 |
| Transport Services | 0.81 | 2.48 |
| Auto Components | 4.42 | 7.58 |
| Petroleum Products | 0.79 | - |
| Personal Products | 1.23 | - |
| Food Products | 0.07 | - |
| Consumer Durables | 3.4 | 8.24 |
| Construction | 0.41 | - |
| Telecom - Services | 2.65 | 1.38 |
| Fertilizers & Agrochemicals | 1.34 | - |
| Banks | 3.57 | 4.53 |
| Insurance | 5.25 | 4.71 |
| Beverages | 0.44 | - |
| Healthcare Equipment & Supplies | 1.16 | - |
| Ferrous Metals | 0.76 | 1.34 |
| IT - Services | 0.98 | - |
| Diversified | 1.35 | - |
| Oil | 1.46 | - |
| Textiles & Apparels | 0.7 | - |
| Capital Markets | 7.82 | 3.61 |
| Gas | 0.56 | - |
| Financial Technology (Fintech) | 2.24 | - |
| Diversified FMCG | 0.09 | - |
| Minerals & Mining | 0.66 | - |
| Commercial Services & Supplies | 0.37 | - |
| Industrial Manufacturing | - | 1.54 |
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