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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) | ₹3582 Cr | ₹12501 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 | 3.09% | 2.67% |
| 6 Month | 21.45% | 20.61% |
| 1 Year | 3.35% | -0.5% |
| 3 Year | 24.08% | 21.63% |
| 5 Year | - | 26.65% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.69% | 5.36% |
| 1 Year | 17.73% | 14.63% |
| 3 Year | 24.37% | 22.94% |
| 5 Year | - | 22.54% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 37.4% | 20.64% |
| 3 Year | - | 18.9% |
| 5 Year | - | 18.91% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.01% |
| Sharp | - | 0.98% |
| Beta | - | 0.90% |
| Alpha | - | 1.38% |
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 | 16.94 | 8.46 |
| Mid Cap | 61.87 | 66.65 |
| Large Cap | 5.33 | 10.65 |
| Small Cap | 15.86 | 14.24 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.31 | 5.49 |
| Industrials | 18.03 | 14.27 |
| Basic Materials | 5.03 | 11.06 |
| Healthcare | 14.64 | 11.57 |
| Financial Services | 23.98 | 19.28 |
| Real Estate | 3.64 | 3.59 |
| Technology | 9.52 | 5.61 |
| Consumer Cyclical | 7.4 | 17.91 |
| Energy | 3.12 | 2.04 |
| Consumer Defensive | 2.06 | 4.27 |
| Communication Services | 5.04 | 2.32 |
| Utilities | 0.23 | 2.59 |
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