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

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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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)	₹3454 Cr	₹12818 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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	-1.42%	-1.17%
6 Month	11.64%	10.29%
1 Year	5.59%	2.37%
3 Year	-	24.86%
5 Year	-	28.43%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	9.05%	7.76%
1 Year	13.06%	9.45%
3 Year	-	24.04%
5 Year	-	23.59%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	42.73%	20.98%
3 Year	-	18.62%
5 Year	-	18.81%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	-	16.03%
Sharp	-	1.33%
Beta	-	0.93%
Alpha	-	1.14%

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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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	19.75	7.06
Mid Cap	60.01	67.43
Large Cap	5.42	11.46
Small Cap	14.83	14.05

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	11.36	4.28
Industrials	17.9	14.84
Basic Materials	4.24	10.69
Healthcare	14	10.71
Financial Services	21.11	20.7
Real Estate	2.76	3.78
Technology	10.97	6.16
Consumer Cyclical	7.8	18.14
Energy	2.7	2.1
Utilities	0.25	1.89
Consumer Defensive	1.81	4.15
Communication Services	5.09	2.55