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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Motilal Oswal Midcap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4346 Cr | ₹38003 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 07 Sep 2022 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 0.0% | 120% |
| Expense Ratio | 1.91 | 1.58 |
| Manager | Piyush Baranwal | Rakesh Shetty |
| ISIN Code | INF03VN01563 | INF247L01411 |
| 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 | Motilal Oswal Midcap 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -1.58% | -3.07% |
| 6 Month | 6.62% | 0.33% |
| 1 Year | 3% | -11.48% |
| 3 Year | 24.63% | 23.79% |
| 5 Year | - | 28.68% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.86% | -2.56% |
| 1 Year | 21.61% | 4.13% |
| 3 Year | 22.37% | 18.77% |
| 5 Year | - | 23.5% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 35.33% | 16.72% |
| 3 Year | 24.28% | 20.79% |
| 5 Year | - | 14.82% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.25% | 17.71% |
| Sharp | 1.16% | 1.03% |
| Beta | 0.92% | 0.91% |
| Alpha | 2.87% | 3.59% |
Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Rakesh Shetty |
| Total AUM | ₹5379 Cr | ₹33886 Cr |
| Funds Managed | 9 | 19 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 20.1 | 17.44 |
| Mid Cap | 59.89 | 61.87 |
| Large Cap | 4.18 | 20.69 |
| Small Cap | 15.83 | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 8.81 | 7.52 |
| Industrials | 13.94 | 11.9 |
| Basic Materials | 4.55 | - |
| Consumer Defensive | 1.34 | - |
| Healthcare | 13.94 | 1.61 |
| Financial Services | 22.32 | 11.71 |
| Real Estate | 5.9 | 2.43 |
| Technology | 12.11 | 37.64 |
| Consumer Cyclical | 8.77 | 18.46 |
| Energy | 3.52 | - |
| Communication Services | 4.79 | 8.74 |
| Utilities | 0 | - |
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