WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Tata Mid Cap Growth Fund Regular Plan compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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