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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

Invest Now

tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

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) ₹2542 Cr ₹7677 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 1.92 1.74
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 5.45% 5.54%
6 Month 11.67% 10.11%
1 Year 32.54% 38.79%
3 Year - 26%
5 Year - 30.3%

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 30.9% 34.35%
3 Year - 35.71%
5 Year - 33.28%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 48.63% 15.6%
3 Year - 20.1%
5 Year - 19.8%

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 - 1.29%
Beta - 0.92%
Alpha - 2.24%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 6.21 9.49
Small Cap 20.97 14.49
Mid Cap 65.97 62.94
Large Cap 6.85 13.08

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 6.21 3.31
Realty 3.61 -
Industrial Products 7.06 -
Pharmaceuticals & Biotechnology 6.26 -
Cement & Cement Products 0.95 -
Finance 7.72 -
Healthcare Services 4.55 -
Retailing 5.1 -
Chemicals & Petrochemicals 0.52 -
IT - Software 7.27 -
Leisure Services 3.08 -
Paper, Forest & Jute Products 0.24 -
Electrical Equipment 4.9 -
Transport Services 0.81 -
Auto Components 4.42 -
Petroleum Products 0.79 -
Personal Products 1.23 -
Food Products 0.07 -
Consumer Durables 3.4 -
Construction 0.41 4.54
Telecom - Services 2.65 -
Fertilizers & Agrochemicals 1.34 -
Banks 3.57 -
Insurance 5.25 -
Beverages 0.44 -
Healthcare Equipment & Supplies 1.16 -
Ferrous Metals 0.76 -
IT - Services 0.98 -
Diversified 1.35 -
Oil 1.46 -
Textiles & Apparels 0.7 -
Capital Markets 7.82 -
Gas 0.56 -
Financial Technology (Fintech) 2.24 -
Diversified FMCG 0.09 -
Minerals & Mining 0.66 -
Commercial Services & Supplies 0.37 -
Materials - 5.49
Consumer Staples - 1.87
Healthcare - 6.29
Financial - 14.64
Services - 11.48
Capital Goods - 20.88
Automobile - 11.39
Communication - 1.48
Metals & Mining - 6.29
Consumer Discretionary - 1.97
Technology - 5.63
Energy - 0.95
Chemicals - 3.48
Textiles - 0.31

Top Comparisons

WhiteOak Capital Banking & Financial Services Fund-Reg (G) WhiteOak Capital Banking & Financial Services Fund-Reg (G)

3Y Returns0%

VS

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

3Y Returns13.94%

Compare Now

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns5.28%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns6.62%

Compare Now

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns24.38%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns16.05%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns15.11%

VS

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns13.24%

Compare Now
Request call back
Add to Cart Successfully