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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs SBI Magnum Midcap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
SBI Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3454 Cr | ₹23269 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 07 Sep 2022 | 29 Mar 2005 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 0.0% | 10% |
| Expense Ratio | 1.91 | 1.67 |
| Manager | Piyush Baranwal | Pradeep Kesavan |
| ISIN Code | INF03VN01563 | INF200K01560 |
| 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 | SBI Magnum Midcap Fund - Regular Plan - 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 | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.42% | -3.17% |
| 6 Month | 11.64% | 4.37% |
| 1 Year | 5.59% | -2.54% |
| 3 Year | - | 18.01% |
| 5 Year | - | 27.71% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.05% | 3.86% |
| 1 Year | 13.06% | 2.95% |
| 3 Year | - | 15.9% |
| 5 Year | - | 19.23% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 42.73% | 16.23% |
| 3 Year | - | 16.29% |
| 5 Year | - | 16.45% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 11.63% |
| Sharp | - | 1.19% |
| Beta | - | 0.78% |
| Alpha | - | -1.85% |
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Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Pradeep Kesavan |
| Total AUM | ₹5379 Cr | ₹434274 Cr |
| Funds Managed | 9 | 43 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.75 | 7.51 |
| Mid Cap | 60.01 | 71.67 |
| Large Cap | 5.42 | 5.73 |
| Small Cap | 14.83 | 15.1 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.36 | 5.9 |
| Industrials | 17.9 | 11.49 |
| Basic Materials | 4.24 | 11.19 |
| Healthcare | 14 | 12.18 |
| Financial Services | 21.11 | 22.88 |
| Real Estate | 2.76 | 4.2 |
| Technology | 10.97 | 4.74 |
| Consumer Cyclical | 7.8 | 17.16 |
| Energy | 2.7 | 1.41 |
| Utilities | 0.25 | 2.96 |
| Consumer Defensive | 1.81 | 4.06 |
| Communication Services | 5.09 | 1.81 |
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