- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Sundaram Mid Cap Fund Regular Plan compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4346 Cr | ₹13345 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 07 Sep 2022 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 0.0% | 45% |
| Expense Ratio | 1.91 | 1.77 |
| Manager | Piyush Baranwal | Ratish Varier |
| ISIN Code | INF03VN01563 | INF903J01173 |
| 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 | Sundaram Mid Cap Fund - 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 | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.13% | -1.27% |
| 6 Month | 7.63% | 6.79% |
| 1 Year | 3.99% | 2.48% |
| 3 Year | 25.06% | 23.39% |
| 5 Year | - | 22.98% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 0.96% |
| 1 Year | 17.65% | 14.3% |
| 3 Year | 21.85% | 20.05% |
| 5 Year | - | 20.97% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 35.33% | 20.02% |
| 3 Year | 24.28% | 19.49% |
| 5 Year | - | 19.08% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.25% | 13.35% |
| Sharp | 1.16% | 1.14% |
| Beta | 0.92% | 0.93% |
| Alpha | 2.86% | 1.35% |
Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Ratish Varier |
| Total AUM | ₹5379 Cr | ₹12102 Cr |
| Funds Managed | 9 | 3 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 17.48 | 9.41 |
| Mid Cap | 60.73 | 67.5 |
| Large Cap | 5.03 | 10.07 |
| Small Cap | 16.76 | 13.03 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.39 | 5.74 |
| Basic Materials | 5.72 | 9.51 |
| Consumer Defensive | 0.78 | 6.1 |
| Healthcare | 15.15 | 10.33 |
| Financial Services | 23.03 | 21.47 |
| Industrials | 14.1 | 14.16 |
| Real Estate | 5.71 | 3.71 |
| Technology | 12.66 | 6.13 |
| Consumer Cyclical | 9.36 | 15.93 |
| Energy | 2.63 | 2.11 |
| Communication Services | 4.48 | 2.49 |
| Utilities | - | 2.32 |
Top Comparisons
ICICI Prudential Exports & Services Fund - Growth
3Y Returns19.2%
Axis Quant Fund - Regular Plan - Growth
3Y Returns13.16%
SBI Low Duration Fund - Regular Plan - Growth
3Y Returns7.01%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.11%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.64%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.52%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns6.57%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns6.86%
