Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹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 0.86% 2.35%
6 Month -5.05% -4.62%
1 Year 11.28% 14.64%
3 Year - 23.04%
5 Year - 33.58%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month -1.54% -0.25%
1 Year -5.02% -3.22%
3 Year - 24.51%
5 Year - 25.28%

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%

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
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

Top Comparisons

WhiteOak Capital Multi Cap Fund - Regular (G) WhiteOak Capital Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns16.97%

VS

Quant Large Cap Fund Regular - Growth Quant Large Cap Fund Regular - Growth

3Y Returns0%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns16.73%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns15.05%

Compare Now

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns10.85%

VS

Parag Parikh Conservative Hybrid Fund Regular - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth

3Y Returns11.56%

Compare Now
Add to Cart Successfully