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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Nippon India Growth Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | 4.12% | 2.05% |
| 6 Month | 14.43% | 9.77% |
| 1 Year | 11.87% | 7.16% |
| 3 Year | 25.87% | 25.44% |
| 5 Year | - | 28.24% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 4.76% | 2.45% |
| 1 Year | 21.85% | 16.02% |
| 3 Year | 23.76% | 21.21% |
| 5 Year | - | 22.44% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 35.33% | 22.79% |
| 3 Year | 24.28% | 20.78% |
| 5 Year | - | 17.67% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.27% | 15.48% |
| Sharp | 1.13% | 1.12% |
| Beta | 0.92% | 0.96% |
| Alpha | 2.31% | 1.83% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 20.1 | 5.36 |
| Mid Cap | 59.89 | 65.52 |
| Large Cap | 4.18 | 18.12 |
| Small Cap | 15.83 | 11 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 8.81 | 3.08 |
| Industrials | 13.94 | 16.25 |
| Basic Materials | 4.55 | 5.14 |
| Consumer Defensive | 1.34 | 2.85 |
| Healthcare | 13.94 | 11.49 |
| Financial Services | 22.32 | 23.64 |
| Real Estate | 5.9 | 1.43 |
| Technology | 12.11 | 6.2 |
| Consumer Cyclical | 8.77 | 20.38 |
| Energy | 3.52 | 0.97 |
| Communication Services | 4.79 | 2.93 |
| Utilities | 0 | 5.65 |
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