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

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth HDFC Mid-Cap Opportunities Fund - Growth Plan
1 Year 48.81% 15.3%
3 Year - 19.41%
5 Year - 18.84%

Risk Management

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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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
Fund Manage 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 17.54 6.22
Mid Cap 58.37 65.36
Large Cap 7.87 8.77
Small Cap 16.26 19.65

Sector Allocation

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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