WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Nippon India Growth Fund compare

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Fund	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹3731 Cr	₹39329 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹100
Launch Date	07 Sep 2022	08 Oct 1995
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 150 MidCap Index	NIFTY Midcap 150 TRI
Turn Over	0.0%	69%
Expense Ratio	1.91	1.59
Manager	Piyush Baranwal	Kinjal Desai
ISIN Code	INF03VN01563	INF204K01323
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	Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
1 Month	2.57%	1.52%
6 Month	13.98%	9.14%
1 Year	8.91%	4.47%
3 Year	25.15%	25.6%
5 Year	-	29.09%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
6 Month	4.75%	2.79%
1 Year	20.85%	15.92%
3 Year	24.53%	22.66%
5 Year	-	23.56%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
1 Year	35.33%	21.4%
3 Year	24.28%	19.53%
5 Year	-	18.57%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Standard Deviation	15.15%	15.44%
Sharp	1.08%	1.07%
Beta	0.90%	0.93%
Alpha	2.23%	1.89%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Name	Piyush Baranwal	Kinjal Desai
Total AUM	₹5379 Cr	₹81302 Cr
Funds Managed	9	16
	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Others	19.38	5.36
Mid Cap	60.81	65.52
Large Cap	4.1	18.12
Small Cap	15.71	11

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Others	9.73	3.08
Industrials	15.19	16.25
Basic Materials	4.5	5.14
Consumer Defensive	1.79	2.85
Healthcare	13.66	11.49
Financial Services	22.27	23.64
Real Estate	5.56	1.43
Technology	10.44	6.2
Consumer Cyclical	9.27	20.38
Energy	2.88	0.97
Communication Services	4.5	2.93
Utilities	0.21	5.65