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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) | ₹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% |
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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 | 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 |
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