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

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Tata Mid Cap Growth Fund Regular Plan- Growth Option

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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	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Fund	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2657 Cr	₹4354 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹1000
Launch Date	07 Sep 2022	31 Mar 2004
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 150 MidCap Index	NIFTY Midcap 150 TRI
Turn Over	0.0%	69.98%
Expense Ratio	1.91	1.87
Manager	Piyush Baranwal	Satish Chandra Mishra
ISIN Code	INF03VN01563	INF277K01626
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	Tata Mid Cap Growth Fund - Regular Plan - 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	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month	8.52%	5.68%
6 Month	1.21%	-1.38%
1 Year	15.24%	3.89%
3 Year	-	23.64%
5 Year	-	28.73%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month	5.52%	4.43%
1 Year	5.72%	-2.4%
3 Year	-	19.56%
5 Year	-	20.61%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year	45.53%	17.53%
3 Year	-	16.61%
5 Year	-	17.03%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation	-	13.05%
Sharp	-	0.78%
Beta	-	0.91%
Alpha	-	-1.76%

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Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Name	Piyush Baranwal	Satish Chandra Mishra
Total AUM	₹5379 Cr	₹13117 Cr
Funds Managed	9	5
	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	16.33	7.34
Mid Cap	58.93	67.05
Small Cap	15.05	17.19
Large Cap	9.68	8.42

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	14.09	7.34
Industrials	12.99	-
Basic Materials	4.56	-
Consumer Cyclical	12.01	-
Healthcare	12.44	-
Financial Services	21.4	-
Technology	10.66	-
Energy	2.77	-
Consumer Defensive	0.98	-
Real Estate	3.19	-
Utilities	0.82	-
Communication Services	4.09	-
Fertilizers & Agrochemicals	-	3.25
Industrial Products	-	6.41
Cement & Cement Products	-	3.63
Healthcare Services	-	1.77
Chemicals & Petrochemicals	-	1.9
Pharmaceuticals & Biotechnology	-	12.9
Banks	-	6.61
Realty	-	4.46
Petroleum Products	-	1.5
Finance	-	6.47
Telecom - Services	-	3.14
Electrical Equipment	-	2.37
Insurance	-	5.92
Construction	-	2.03
Gas	-	2.11
Agricultural, Commercial & Construction Vehicles	-	1.11
Consumer Durables	-	2.67
IT - Software	-	4.45
Aerospace & Defense	-	1.11
Auto Components	-	5.71
Leisure Services	-	3.68
Diversified	-	0.67
Agricultural Food & other Products	-	1.13
Transport Infrastructure	-	3.43
Textiles & Apparels	-	1.99
Transport Services	-	0.45
Power	-	0.69
Commercial Services & Supplies	-	1.1