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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) | ₹3454 Cr | ₹33053 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 | - | 0.59% |
| 6 Month | 4.54% | -3.47% |
| 1 Year | 7.58% | 5.54% |
| 3 Year | - | 31.71% |
| 5 Year | - | 35.31% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 11.25% | 8.67% |
| 1 Year | 14.2% | 4.77% |
| 3 Year | - | 27.56% |
| 5 Year | - | 29.82% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 42.73% | 18.18% |
| 3 Year | - | 19.42% |
| 5 Year | - | 14.18% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 17.92% |
| Sharp | - | 1.43% |
| Beta | - | 0.87% |
| Alpha | - | 6.76% |
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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 | 17.53 | 25.19 |
| Mid Cap | 63.24 | 65.75 |
| Large Cap | 4.79 | 9.05 |
| Small Cap | 14.44 | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 8.88 | 25.19 |
| Industrials | 16.97 | 15.27 |
| Basic Materials | 4.39 | 2 |
| Healthcare | 14.09 | 4.44 |
| Financial Services | 23.1 | 0.09 |
| Real Estate | 3.03 | 2.81 |
| Technology | 11.21 | 29.87 |
| Consumer Cyclical | 7.99 | 16.01 |
| Energy | 3.38 | - |
| Utilities | 0.54 | 0.24 |
| Consumer Defensive | 1.37 | - |
| Communication Services | 5.07 | 4.06 |
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