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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) | ₹3731 Cr | ₹34749 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 | 2.25% | -0.19% |
| 6 Month | 13.97% | 9.84% |
| 1 Year | 9.12% | -2.08% |
| 3 Year | 25.28% | 26.17% |
| 5 Year | - | 33% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 4.46% | 2.22% |
| 1 Year | 20.04% | 9.45% |
| 3 Year | 24.2% | 24.64% |
| 5 Year | - | 27.36% |
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% | 17.24% |
| 3 Year | 24.28% | 20.42% |
| 5 Year | - | 14.63% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.15% | 17.60% |
| Sharp | 1.08% | 0.95% |
| Beta | 0.90% | 0.89% |
| Alpha | 2.23% | 2.81% |
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 | 19.38 | 18.03 |
| Mid Cap | 60.81 | 59.27 |
| Large Cap | 4.1 | 22.7 |
| Small Cap | 15.71 | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 9.73 | 8.99 |
| Industrials | 15.19 | 16.82 |
| Basic Materials | 4.5 | - |
| Consumer Defensive | 1.79 | - |
| Healthcare | 13.66 | 1.69 |
| Financial Services | 22.27 | 3.15 |
| Real Estate | 5.56 | 2.39 |
| Technology | 10.44 | 39.79 |
| Consumer Cyclical | 9.27 | 23.94 |
| Energy | 2.88 | - |
| Communication Services | 4.5 | 3.22 |
| Utilities | 0.21 | - |
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