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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) | ₹3731 Cr | ₹12585 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 | 4.43% | 4.53% |
| 6 Month | 15.67% | 12.95% |
| 1 Year | 9.34% | 6.1% |
| 3 Year | 25.05% | 24.2% |
| 5 Year | - | 27.02% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.05% | 0.7% |
| 1 Year | 12.28% | 10.52% |
| 3 Year | 21.02% | 19.82% |
| 5 Year | - | 20.59% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 35.33% | 20.33% |
| 3 Year | 24.28% | 19.02% |
| 5 Year | - | 18.97% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.27% | 15.06% |
| Sharp | 1.13% | 1.09% |
| Beta | 0.92% | 0.93% |
| Alpha | 2.31% | 1.50% |
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 | 19.38 | 6.89 |
| Mid Cap | 60.81 | 67.99 |
| Large Cap | 4.1 | 10.91 |
| Small Cap | 15.71 | 14.22 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.73 | 3.87 |
| Industrials | 15.19 | 14.8 |
| Basic Materials | 4.5 | 10.47 |
| Consumer Defensive | 1.79 | 6.31 |
| Healthcare | 13.66 | 11.72 |
| Financial Services | 22.27 | 19.58 |
| Real Estate | 5.56 | 3.58 |
| Technology | 10.44 | 5.48 |
| Consumer Cyclical | 9.27 | 17.35 |
| Energy | 2.88 | 2.16 |
| Communication Services | 4.5 | 2.15 |
| Utilities | 0.21 | 2.52 |
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