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) | ₹2542 Cr | ₹75037 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 | 1.92 | 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 | -7.32% | -5.05% |
| 6 Month | 0.59% | -1.54% |
| 1 Year | 19.77% | 17.46% |
| 3 Year | - | 24.33% |
| 5 Year | - | 26.18% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.6% | 7.9% |
| 3 Year | - | 28.49% |
| 5 Year | - | 29.46% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
|---|---|---|
| 1 Year | 47.87% | 15.33% |
| 3 Year | - | 19.4% |
| 5 Year | - | 18.84% |
| 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 | 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 |
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