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) | ₹3191 Cr | ₹22406 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 | - | -0.16% |
6 Month | 4.54% | 3.89% |
1 Year | 7.58% | 1.72% |
3 Year | - | 20.73% |
5 Year | - | 28.48% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 13.1% | 8.78% |
1 Year | 17.93% | 10.11% |
3 Year | - | 18.23% |
5 Year | - | 20.81% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 17.53 | 6.55 |
Mid Cap | 63.24 | 72.51 |
Large Cap | 4.79 | 5.94 |
Small Cap | 14.44 | 14.99 |
Sector Allocation
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.88 | 6.55 |
Industrials | 16.97 | 12.62 |
Basic Materials | 4.39 | 10 |
Healthcare | 14.09 | 12.69 |
Financial Services | 23.1 | 19.78 |
Real Estate | 3.03 | 3.83 |
Technology | 11.21 | 4.97 |
Consumer Cyclical | 7.99 | 19.45 |
Energy | 3.38 | 1.38 |
Utilities | 0.54 | 2.88 |
Consumer Defensive | 1.37 | 4.13 |
Communication Services | 5.07 | 1.71 |
Top Comparisons
HDFC Focused Fund - GROWTH PLAN
3Y Returns25.8%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns17.54%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns18.94%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns17.39%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns27.46%
UTI Infrastructure Fund-Growth Option
3Y Returns25.49%