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

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon Edelweiss Mid Cap 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 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) ₹1068 Cr ₹4624 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 S&P BSE 150 MidCap TRI NIFTY Midcap 150 TRI
Turn Over 0.0% 43%
Expense Ratio 2.11 1.83
Manager Piyush Baranwal Trideep Bhattacharya
ISIN Code INF03VN01563 INF843K01013
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 12.64% 15.26%
6 Month 21.61% 29.82%
1 Year 53.77% 63.91%
3 Year - 27.91%
5 Year - 29.5%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 18.62% 23.66%
3 Year 37.96% 55.01%
5 Year 37.96% 115.03%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 32.55% 32.36%
3 Year 44.65% 84.42%
5 Year 44.65% 130.89%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 5.67% 13.78%
Sharp - 1.34%
Beta - 0.93%
Alpha - 0.51%

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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
Fund Manage 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 17.54 9.49
Mid Cap 58.37 62.94
Large Cap 7.87 13.08
Small Cap 16.26 14.49

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others -1.99 3.31
Capital Goods 10.9 20.88
Services 12.4 11.48
Financial 27.48 14.64
Healthcare 13.7 6.29
Construction 4.11 4.54
Technology 6.99 5.63
Metals & Mining 3.7 6.29
Automobile 2.79 11.39
Consumer Staples 4.8 1.87
Materials 4.34 5.49
Energy 3.04 0.95
Consumer Discretionary 1.91 1.97
Chemicals 2.29 3.48
Communication 1.78 1.48
Diversified 0.51 -
Textiles 1.03 0.31
Insurance 0.26 -

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