WhiteOak Capital Mid Cap Fund Regular Plan Growth vs ICICI Prudential MidCap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
ICICI Prudential MidCap Fund - Growth
Chart Comparison
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) | ₹2657 Cr | ₹5975 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 07 Sep 2022 | 28 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 | 1.91 | 1.91 |
Manager | Piyush Baranwal | Sharmila D'mello |
ISIN Code | INF03VN01563 | INF109K01AN2 |
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 | ICICI Prudential MidCap 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 | ICICI Prudential MidCap Fund - Growth |
---|---|---|
1 Month | 5.15% | 5.77% |
6 Month | -12.56% | -15.97% |
1 Year | 10.55% | 4.44% |
3 Year | - | 16.84% |
5 Year | - | 32.15% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
---|---|---|
6 Month | -7.78% | -6.64% |
1 Year | -8.13% | -13.28% |
3 Year | - | 18.22% |
5 Year | - | 21.23% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
---|---|---|
1 Year | 45.53% | 14.4% |
3 Year | - | 14.95% |
5 Year | - | 15.67% |
Risk Management
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | ICICI Prudential MidCap Fund - Growth |
---|---|---|
Standard Deviation | - | 14.46% |
Sharp | - | 0.66% |
Beta | - | 0.92% |
Alpha | - | -1.2% |
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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 |
Funds Managed | 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 | 16.33 | 0.84 |
Mid Cap | 58.93 | 66.03 |
Small Cap | 15.05 | 16.52 |
Large Cap | 9.68 | 16.61 |
Sector Allocation
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
ICICI Prudential MidCap Fund - Growth |
---|---|---|
Others | 14.09 | 0.72 |
Industrials | 12.99 | 21.35 |
Basic Materials | 4.56 | 29.21 |
Consumer Cyclical | 12.01 | 10.57 |
Healthcare | 12.44 | 2.51 |
Financial Services | 21.4 | 14.53 |
Technology | 10.66 | 0.41 |
Energy | 2.77 | 0 |
Consumer Defensive | 0.98 | 0.12 |
Real Estate | 3.19 | 8.42 |
Utilities | 0.82 | 0.17 |
Communication Services | 4.09 | 12 |
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