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

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon Nippon India Growth 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 Fund-Growth Plan-Growth Option
Fund WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2657 Cr ₹33033 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 Fund-Growth Plan-Growth Option
1 Month 2.82% 3.35%
6 Month -5.36% -4.83%
1 Year 10.68% 10.05%
3 Year - 23.4%
5 Year - 32.69%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
6 Month -1.54% 0.88%
1 Year -5.02% -3.67%
3 Year - 23.82%
5 Year - 25.55%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
1 Year 45.53% 22.55%
3 Year - 19.15%
5 Year - 18.36%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
Standard Deviation - 16.222%
Sharp - 0.853%
Beta - 0.904%
Alpha - 1.955%

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Fund Managers

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth 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 Fund-Growth Plan-Growth Option

Market Cap

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Nippon India Growth Fund-Growth Plan-Growth Option

Others 16.33 0.61
Mid Cap 58.93 65.69
Small Cap 15.05 12.66
Large Cap 9.68 21.05

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Nippon India Growth Fund-Growth Plan-Growth Option

Others 14.09 0.61
Industrials 12.99 14.97
Basic Materials 4.56 5.49
Consumer Cyclical 12.01 22.25
Healthcare 12.44 11.47
Financial Services 21.4 21.64
Technology 10.66 7.6
Energy 2.77 0.68
Consumer Defensive 0.98 3.68
Real Estate 3.19 1.53
Utilities 0.82 6.18
Communication Services 4.09 3.9

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