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
Overview
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) | ₹2657 Cr | ₹73510 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 | 1.91 | 1.39 |
Manager | Piyush Baranwal | Dhruv Muchhal |
ISIN Code | INF03VN01563 | INF179K01CR2 |
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 | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Month | 6.38% | 6.2% |
6 Month | -11.54% | -11.56% |
1 Year | 10.86% | 7.42% |
3 Year | - | 23.5% |
5 Year | - | 35.13% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
6 Month | -7.78% | -6.14% |
1 Year | -8.13% | -8.3% |
3 Year | - | 22.55% |
5 Year | - | 25.67% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Year | 45.53% | 15.63% |
3 Year | - | 19.73% |
5 Year | - | 19.19% |
Risk Management
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Standard Deviation | - | 15.301% |
Sharp | - | 1.022% |
Beta | - | 0.855% |
Alpha | - | 4.384% |
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Fund Managers
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 |
Funds Managed | 9 | 40 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
Market Cap
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 16.33 | 8.07 |
Mid Cap | 58.93 | 65.07 |
Small Cap | 15.05 | 20.98 |
Large Cap | 9.68 | 5.88 |
Sector Allocation
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 14.09 | 8.07 |
Industrials | 12.99 | 10.38 |
Basic Materials | 4.56 | 6.21 |
Consumer Cyclical | 12.01 | 17.51 |
Healthcare | 12.44 | 11.93 |
Financial Services | 21.4 | 24.44 |
Technology | 10.66 | 10.11 |
Energy | 2.77 | 2.69 |
Consumer Defensive | 0.98 | 4.23 |
Real Estate | 3.19 | - |
Utilities | 0.82 | 1.37 |
Communication Services | 4.09 | 3.05 |
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