WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Invesco India Midcap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2657 Cr | ₹5645 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 07 Sep 2022 | 19 Apr 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | BSE 150 MidCap Index |
Turn Over | 0.0% | 70% |
Expense Ratio | 1.91 | 1.8 |
Manager | Piyush Baranwal | Aditya Khemani |
ISIN Code | INF03VN01563 | INF205K01BC9 |
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 | Invesco India Mid Cap 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 | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | 1.88% | 3.51% |
6 Month | -7.67% | -4.89% |
1 Year | 13.66% | 21.01% |
3 Year | - | 22.37% |
5 Year | - | 30.63% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | -4.07% | -2.43% |
1 Year | -7.71% | -3.03% |
3 Year | - | 24.23% |
5 Year | - | 23.75% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 45.53% | 14.1% |
3 Year | - | 18.13% |
5 Year | - | 18.76% |
Risk Management
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | - | 13.27% |
Sharp | - | 0.8% |
Beta | - | 0.93% |
Alpha | - | 1.49% |
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Fund Managers
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Name | Piyush Baranwal | Aditya Khemani |
Total AUM | ₹5379 Cr | ₹12070 Cr |
Funds Managed | 9 | 3 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 16.33 | 2.1 |
Mid Cap | 58.93 | 64.75 |
Small Cap | 15.05 | 20.07 |
Large Cap | 9.68 | 13.09 |
Sector Allocation
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 14.09 | 0.35 |
Industrials | 12.99 | 9.48 |
Basic Materials | 4.56 | 9.73 |
Consumer Cyclical | 12.01 | 19.8 |
Healthcare | 12.44 | 18.02 |
Financial Services | 21.4 | 23.61 |
Technology | 10.66 | 10.12 |
Energy | 2.77 | - |
Consumer Defensive | 0.98 | - |
Real Estate | 3.19 | 7.12 |
Utilities | 0.82 | - |
Communication Services | 4.09 | 1.75 |
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