WhiteOak Capital Mid Cap Fund Regular Plan Growth vs HDFC Mid compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
HDFC Mid-Cap Opportunities Fund - Growth Plan
Chart Comparison
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2118 Cr | ₹70563 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 07 Sep 2022 | 25 Jun 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% | 14.6% |
| Expense Ratio | 1.97 | 1.41 |
| Manager | Piyush Baranwal | Dhruv Muchhal |
| ISIN Code | INF03VN01563 | INF179K01CR2 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1% if redeemed within 1 year./365 |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| 1 Month | 3.02% | 0.31% |
| 6 Month | 22.86% | 20.71% |
| 1 Year | 50.62% | 47.47% |
| 3 Year | - | 30.25% |
| 5 Year | - | 30.78% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.62% | 20.42% |
| 3 Year | 37.96% | 61.3% |
| 5 Year | 37.96% | 122.32% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| 1 Year | 32.55% | 31.42% |
| 3 Year | 44.65% | 87.81% |
| 5 Year | 44.65% | 131.47% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 5.67% | 12.9% |
| Sharp | - | 1.61% |
| Beta | - | 0.85% |
| Alpha | - | 4.63% |
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| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| Name | Piyush Baranwal | Dhruv Muchhal |
| Total AUM | ₹5379 Cr | ₹520687 Cr |
| Fund Manage | 9 | 40 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| Others | 17.54 | 6.22 |
| Mid Cap | 58.37 | 65.36 |
| Large Cap | 7.87 | 8.77 |
| Small Cap | 16.26 | 19.65 |
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| Others | -1.99 | 6.22 |
| Financial | 27.48 | - |
| Chemicals | 2.29 | - |
| Metals & Mining | 3.7 | - |
| Energy | 3.04 | - |
| Healthcare | 13.7 | - |
| Materials | 4.34 | - |
| Services | 12.4 | - |
| Technology | 6.99 | - |
| Consumer Staples | 4.8 | - |
| Capital Goods | 10.9 | - |
| Automobile | 2.79 | - |
| Construction | 4.11 | 2.77 |
| Communication | 1.78 | - |
| Consumer Discretionary | 1.91 | - |
| Textiles | 1.03 | - |
| Diversified | 0.51 | - |
| Insurance | 0.26 | 3.89 |
| Cement & Cement Products | - | 1.59 |
| Finance | - | 6.25 |
| Healthcare Services | - | 4.47 |
| Textiles & Apparels | - | 1.11 |
| Banks | - | 10.64 |
| Agricultural, Commercial & Construction Vehicles | - | 0.44 |
| Leisure Services | - | 4.46 |
| Printing & Publication | - | 0.36 |
| Pharmaceuticals & Biotechnology | - | 7.51 |
| Auto Components | - | 8.7 |
| Consumer Durables | - | 5.9 |
| Chemicals & Petrochemicals | - | 4.16 |
| Petroleum Products | - | 2.34 |
| Telecom - Services | - | 2.87 |
| Fertilizers & Agrochemicals | - | 0.47 |
| Industrial Products | - | 9.14 |
| Agricultural Food & other Products | - | 0.74 |
| Media | - | 0.13 |
| Gas | - | 0.53 |
| Entertainment | - | 0.41 |
| IT - Software | - | 7.3 |
| Aerospace & Defense | - | 1.17 |
| Capital Markets | - | 0.91 |
| Financial Technology (Fintech) | - | 1.41 |
| Personal Products | - | 0.72 |
| Cigarettes & Tobacco Products | - | 0.09 |
| Ferrous Metals | - | 2.22 |
| Commercial Services & Supplies | - | 1.08 |
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