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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 Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3731 Cr | ₹5043 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 Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 2.57% | 0.75% |
| 6 Month | 13.98% | 8% |
| 1 Year | 8.91% | 1.62% |
| 3 Year | 25.15% | 21.43% |
| 5 Year | - | 23.82% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 4.75% | 2.08% |
| 1 Year | 20.85% | 12.6% |
| 3 Year | 24.53% | 17.49% |
| 5 Year | - | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 35.33% | 16.23% |
| 3 Year | 24.28% | 17.31% |
| 5 Year | - | 17.35% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.15% | 14.48% |
| Sharp | 1.08% | 0.90% |
| Beta | 0.90% | 0.87% |
| Alpha | 2.23% | -0.59% |
Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Tata Mid Cap 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 Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 19.38 | 5.89 |
| Mid Cap | 60.81 | 70.5 |
| Large Cap | 4.1 | 8.73 |
| Small Cap | 15.71 | 14.88 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 9.73 | 4.66 |
| Industrials | 15.19 | 19.77 |
| Basic Materials | 4.5 | 11.95 |
| Consumer Defensive | 1.79 | 3.17 |
| Healthcare | 13.66 | 14.95 |
| Financial Services | 22.27 | 16.6 |
| Real Estate | 5.56 | 3.8 |
| Technology | 10.44 | 4.69 |
| Consumer Cyclical | 9.27 | 13.75 |
| Energy | 2.88 | 1.58 |
| Communication Services | 4.5 | 3.11 |
| Utilities | 0.21 | 1.97 |
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