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 | 6.15% | 7.74% |
6 Month | -11.34% | -11.3% |
1 Year | 13.39% | 18.52% |
3 Year | - | 21.33% |
5 Year | - | 31.19% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | -7.78% | -6.46% |
1 Year | -8.13% | -4.54% |
3 Year | - | 24.06% |
5 Year | - | 23.95% |
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 | - | 0.79% |
Beta | - | 0.92% |
Alpha | - | 1.17% |
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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 | 1.7 |
Mid Cap | 58.93 | 64.78 |
Small Cap | 15.05 | 20.92 |
Large Cap | 9.68 | 12.59 |
Sector Allocation
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 14.09 | 0.72 |
Industrials | 12.99 | 10.14 |
Basic Materials | 4.56 | 9.5 |
Consumer Cyclical | 12.01 | 20.76 |
Healthcare | 12.44 | 16.35 |
Financial Services | 21.4 | 22.9 |
Technology | 10.66 | 10.8 |
Energy | 2.77 | - |
Consumer Defensive | 0.98 | - |
Real Estate | 3.19 | 7.14 |
Utilities | 0.82 | - |
Communication Services | 4.09 | 1.69 |
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