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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) | ₹3731 Cr | ₹22209 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 | 4.43% | 3.04% |
| 6 Month | 15.67% | 4.02% |
| 1 Year | 9.34% | -0.98% |
| 3 Year | 25.05% | 16.28% |
| 5 Year | - | 25.12% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.75% | -0.48% |
| 1 Year | 20.85% | 3.34% |
| 3 Year | 24.53% | 12.39% |
| 5 Year | - | 15.97% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 35.33% | 15.53% |
| 3 Year | 24.28% | 16.37% |
| 5 Year | - | 16.75% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.15% | 11.63% |
| Sharp | 1.08% | 0.68% |
| Beta | 0.90% | 0.78% |
| Alpha | 2.23% | -3.57% |
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 | 19.38 | 11.51 |
| Mid Cap | 60.81 | 65.05 |
| Large Cap | 4.1 | 6.8 |
| Small Cap | 15.71 | 16.64 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.73 | 6.32 |
| Industrials | 15.19 | 11.3 |
| Basic Materials | 4.5 | 11.85 |
| Consumer Defensive | 1.79 | 4.37 |
| Healthcare | 13.66 | 8.66 |
| Financial Services | 22.27 | 25.65 |
| Real Estate | 5.56 | 4.48 |
| Technology | 10.44 | 3.65 |
| Consumer Cyclical | 9.27 | 18.1 |
| Energy | 2.88 | 1.5 |
| Communication Services | 4.5 | 1.54 |
| Utilities | 0.21 | 2.58 |
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