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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2657 Cr ₹11638 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 2.82% 3.02%
6 Month -5.36% -5.98%
1 Year 10.68% 10.38%
3 Year - 22.14%
5 Year - 28.64%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month -1.54% -0.12%
1 Year -5.02% -5.04%
3 Year - 22.46%
5 Year - 23.06%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 45.53% 21.47%
3 Year - 18.34%
5 Year - 18.67%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation - 16.453%
Sharp - 0.764%
Beta - 0.915%
Alpha - 0.528%

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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 16.33 6.38
Mid Cap 58.93 65.33
Small Cap 15.05 13.03
Large Cap 9.68 15.27

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 14.09 5.37
Industrials 12.99 14.82
Basic Materials 4.56 9.99
Consumer Cyclical 12.01 18.88
Healthcare 12.44 11.03
Financial Services 21.4 19.52
Technology 10.66 6.45
Energy 2.77 1.7
Consumer Defensive 0.98 3.4
Real Estate 3.19 3.43
Utilities 0.82 2.1
Communication Services 4.09 3.32

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