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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Edelweiss Mid Cap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2657 Cr | ₹8268 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 07 Sep 2022 | 26 Dec 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 0.0% | 43% |
| Expense Ratio | 1.91 | 1.73 |
| Manager | Piyush Baranwal | Trideep Bhattacharya |
| ISIN Code | INF03VN01563 | INF843K01013 |
| 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 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.15% | 6.76% |
| 6 Month | -12.56% | -13.33% |
| 1 Year | 10.55% | 14.02% |
| 3 Year | - | 20.98% |
| 5 Year | - | 34.86% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -7.78% | -7.47% |
| 1 Year | -8.13% | -7.67% |
| 3 Year | - | 23.4% |
| 5 Year | - | 25.27% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 45.53% | 16.08% |
| 3 Year | - | 20.39% |
| 5 Year | - | 20.04% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 15.57% |
| Sharp | - | 0.992% |
| Beta | - | 0.906% |
| Alpha | - | 1.762% |
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Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Trideep Bhattacharya |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Funds Managed | 9 | 9 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.33 | 4.44 |
| Mid Cap | 58.93 | 72.33 |
| Small Cap | 15.05 | 13.57 |
| Large Cap | 9.68 | 9.66 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 14.09 | 3.54 |
| Industrials | 12.99 | 14.33 |
| Basic Materials | 4.56 | 7.86 |
| Consumer Cyclical | 12.01 | 17.24 |
| Healthcare | 12.44 | 12.6 |
| Financial Services | 21.4 | 20.96 |
| Technology | 10.66 | 11.5 |
| Energy | 2.77 | 1.35 |
| Consumer Defensive | 0.98 | 4.99 |
| Real Estate | 3.19 | 3.84 |
| Utilities | 0.82 | 0 |
| Communication Services | 4.09 | 1.79 |
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