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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 Magnum Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2657 Cr | ₹21177 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 Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.32% | 3.06% |
| 6 Month | -3.21% | -2.69% |
| 1 Year | 12.12% | 2.28% |
| 3 Year | - | 22.58% |
| 5 Year | - | 30.38% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 11.17% | 6.87% |
| 1 Year | 12.46% | 4.81% |
| 3 Year | - | 17.47% |
| 5 Year | - | 20.61% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Magnum 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 Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 11.63% |
| Sharp | - | 0.98% |
| Beta | - | 0.77% |
| Alpha | - | -1.56% |
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Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Magnum 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 Magnum Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 16.33 | 5.29 |
| Mid Cap | 58.93 | 71.59 |
| Small Cap | 15.05 | 15.29 |
| Large Cap | 9.68 | 7.83 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.09 | 5.29 |
| Industrials | 12.99 | - |
| Basic Materials | 4.56 | - |
| Consumer Cyclical | 12.01 | - |
| Healthcare | 12.44 | - |
| Financial Services | 21.4 | - |
| Technology | 10.66 | - |
| Energy | 2.77 | - |
| Consumer Defensive | 0.98 | - |
| Real Estate | 3.19 | - |
| Utilities | 0.82 | - |
| Communication Services | 4.09 | - |
| Finance | - | 12.6 |
| Cement & Cement Products | - | 7.2 |
| IT - Services | - | 1.98 |
| Capital Markets | - | 2.08 |
| Healthcare Services | - | 4.37 |
| Insurance | - | 0.53 |
| Banks | - | 4.35 |
| Leisure Services | - | 3.77 |
| Pharmaceuticals & Biotechnology | - | 8.9 |
| Auto Components | - | 9.49 |
| Realty | - | 3.99 |
| Petroleum Products | - | 1.32 |
| Industrial Products | - | 5.65 |
| Telecom - Services | - | 1.9 |
| Consumer Durables | - | 4.76 |
| Electrical Equipment | - | 1.84 |
| Fertilizers & Agrochemicals | - | 1.71 |
| Personal Products | - | 3.47 |
| Retailing | - | 1.36 |
| Food Products | - | 0.93 |
| IT - Software | - | 2.81 |
| Industrial Manufacturing | - | 2.09 |
| Textiles & Apparels | - | 4.25 |
| Power | - | 3.36 |
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