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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

Invest Now

tortoise-icon Nippon India Growth Fund-Growth Plan-Growth Option

Invest Now

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) ₹2542 Cr ₹33922 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 1.92 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 -8.14% -7.38%
6 Month -0.18% -2.95%
1 Year 23.18% 21.4%
3 Year - 21.55%
5 Year - 26.41%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
6 Month - -
1 Year 12.6% 9.53%
3 Year - 28.68%
5 Year - 29.42%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
1 Year 47.87% 22.35%
3 Year - 18.97%
5 Year - 18.25%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
Standard Deviation 5.67% 13.98%
Sharp - 1.45%
Beta - 0.9%
Alpha - 2.5%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 6.21 2.73
Small Cap 20.97 12.8
Mid Cap 65.97 66.61
Large Cap 6.85 17.86

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Nippon India Growth Fund-Growth Plan-Growth Option

Others 6.21 2.73
Realty 3.61 1.8
Industrial Products 7.06 6.53
Pharmaceuticals & Biotechnology 6.26 7.59
Cement & Cement Products 0.95 1.36
Finance 7.72 7.75
Healthcare Services 4.55 4.4
Retailing 5.1 5.28
Chemicals & Petrochemicals 0.52 1.23
IT - Software 7.27 3.97
Leisure Services 3.08 3.57
Paper, Forest & Jute Products 0.24 -
Electrical Equipment 4.9 1.67
Transport Services 0.81 1.89
Auto Components 4.42 10.46
Petroleum Products 0.79 -
Personal Products 1.23 -
Food Products 0.07 -
Consumer Durables 3.4 5.62
Construction 0.41 -
Telecom - Services 2.65 2.06
Fertilizers & Agrochemicals 1.34 1.19
Banks 3.57 5.77
Insurance 5.25 3.72
Beverages 0.44 3.26
Healthcare Equipment & Supplies 1.16 -
Ferrous Metals 0.76 -
IT - Services 0.98 0.27
Diversified 1.35 0.64
Oil 1.46 -
Textiles & Apparels 0.7 1.22
Capital Markets 7.82 4.42
Gas 0.56 1.2
Financial Technology (Fintech) 2.24 1.12
Diversified FMCG 0.09 -
Minerals & Mining 0.66 0.49
Commercial Services & Supplies 0.37 -
Aerospace & Defense - 1.81
Automobiles - 1.25
Agricultural, Commercial & Construction Vehicles - 1.1
Entertainment - 0.3
Power - 4.33

Top Comparisons

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns6.32%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.37%

Compare Now

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns5.73%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.54%

Compare Now

Kotak Low Duration Fund- Regular Plan-Growth Option Kotak Low Duration Fund- Regular Plan-Growth Option

3Y Returns5.99%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.18%

Compare Now

Templeton India Equity Income Fund-Growth Plan Templeton India Equity Income Fund-Growth Plan

3Y Returns16.91%

VS

HDFC Dividend Yield Fund - Growth Plan HDFC Dividend Yield Fund - Growth Plan

3Y Returns16.55%

Compare Now
Request call back
Add to Cart Successfully