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

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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HDFC Mid-Cap Opportunities Fund - Growth Plan

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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	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 Risk	Very High Risk
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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
1 Month	-6.16%	-5.5%
6 Month	-9.7%	-9.84%
1 Year	8.31%	7.72%
3 Year	-	24.16%
5 Year	-	24.05%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
6 Month	-	-
1 Year	-5.77%	-6.86%
3 Year	-	22.58%
5 Year	-	26.19%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
1 Year	46.7%	15.63%
3 Year	-	19.73%
5 Year	-	19.19%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
Standard Deviation	-	14.589%
Sharp	-	1.162%
Beta	-	0.863%
Alpha	-	3.909%

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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	6.21	7.9
Small Cap	20.97	17.64
Mid Cap	65.97	66.6
Large Cap	6.85	7.86

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
Others	6.21	7.9
Realty	3.61	-
Industrial Products	7.06	6.82
Pharmaceuticals & Biotechnology	6.26	8.75
Cement & Cement Products	0.95	1.39
Finance	7.72	5.59
Healthcare Services	4.55	4.01
Retailing	5.1	-
Chemicals & Petrochemicals	0.52	3.25
IT - Software	7.27	8.55
Leisure Services	3.08	4.11
Paper, Forest & Jute Products	0.24	-
Electrical Equipment	4.9	-
Transport Services	0.81	1.02
Auto Components	4.42	8.37
Petroleum Products	0.79	2.65
Personal Products	1.23	1.15
Food Products	0.07	-
Consumer Durables	3.4	4.63
Construction	0.41	2.51
Telecom - Services	2.65	2.67
Fertilizers & Agrochemicals	1.34	0.44
Banks	3.57	10.88
Insurance	5.25	5.12
Beverages	0.44	0.4
Healthcare Equipment & Supplies	1.16	-
Ferrous Metals	0.76	1.84
IT - Services	0.98	-
Diversified	1.35	-
Oil	1.46	-
Textiles & Apparels	0.7	1.04
Capital Markets	7.82	0.94
Gas	0.56	0.71
Financial Technology (Fintech)	2.24	1.61
Diversified FMCG	0.09	-
Minerals & Mining	0.66	-
Commercial Services & Supplies	0.37	0.92
Agricultural, Commercial & Construction Vehicles	-	0.37
Printing & Publication	-	0.3
Agricultural Food & other Products	-	1.34
Media	-	0.12
Aerospace & Defense	-	0.53
Cigarettes & Tobacco Products	-	0.07