WhiteOak Capital Mid Cap Fund Regular Plan Growth vs ICICI Prudential MidCap Fund compare

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon ICICI Prudential MidCap Fund - Growth

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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 ICICI Prudential MidCap Fund - Growth
Fund WhiteOak Capital Mid Cap Fund Regular Plan Growth ICICI Prudential MidCap Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2118 Cr ₹6530 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 07 Sep 2022 10 Oct 2004
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 0.0% 73%
Expense Ratio 1.97 1.86
Manager Piyush Baranwal Sharmila D'mello
ISIN Code INF03VN01563 INF109K01AN2
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 ICICI Prudential MidCap Fund - Growth
1 Month 3.02% 1.47%
6 Month 22.86% 20.45%
1 Year 50.62% 52.92%
3 Year - 22.66%
5 Year - 27.02%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth ICICI Prudential MidCap Fund - Growth
6 Month - 10.59%
1 Year 18.62% 23.97%
3 Year 37.96% 60.05%
5 Year 37.96% 114.35%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth ICICI Prudential MidCap Fund - Growth
1 Year 32.55% 30.15%
3 Year 44.65% 77.04%
5 Year 44.65% 119.22%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth ICICI Prudential MidCap Fund - Growth
Standard Deviation 5.67% 14.46%
Sharp - 1.11%
Beta - 0.91%
Alpha - -1.07%

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Fund Managers

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth ICICI Prudential MidCap Fund - Growth
Name Piyush Baranwal Sharmila D'mello
Total AUM ₹5379 Cr ₹354743 Cr
Fund Manage 9 35
WhiteOak Capital Mid Cap Fund Regular Plan Growth ICICI Prudential MidCap Fund - Growth

Market Cap

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

ICICI Prudential MidCap Fund - Growth

Others 17.54 4.15
Mid Cap 58.37 69.92
Large Cap 7.87 15.15
Small Cap 16.26 10.82

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

ICICI Prudential MidCap Fund - Growth

Others -1.99 2.75
Financial 27.48 5
Chemicals 2.29 6.86
Metals & Mining 3.7 14.16
Energy 3.04 5.94
Healthcare 13.7 7.32
Materials 4.34 6.9
Services 12.4 4.84
Technology 6.99 2.6
Consumer Staples 4.8 0.02
Capital Goods 10.9 10.54
Automobile 2.79 12.06
Construction 4.11 13.02
Communication 1.78 3.63
Consumer Discretionary 1.91 2.04
Textiles 1.03 0.77
Diversified 0.51 1.18
Insurance 0.26 0.41

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