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
| 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) | ₹2118 Cr | ₹5216 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 | 1.97 | 1.85 |
| Manager | Piyush Baranwal | Aditya Khemani |
| ISIN Code | INF03VN01563 | INF205K01BC9 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | 3.02% | 9.02% |
| 6 Month | 22.86% | 39.76% |
| 1 Year | 50.62% | 57.43% |
| 3 Year | - | 26.05% |
| 5 Year | - | 30.01% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.62% | 23.2% |
| 3 Year | 37.96% | 53.33% |
| 5 Year | 37.96% | 103.01% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 32.55% | 28.73% |
| 3 Year | 44.65% | 75.07% |
| 5 Year | 44.65% | 115.7% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 5.67% | 13.27% |
| Sharp | - | 1.28% |
| Beta | - | 0.92% |
| Alpha | - | 1.49% |
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| 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 |
| Fund Manage | 9 | 3 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Invesco India Midcap Fund - Growth Option |
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 17.54 | 4.81 |
| Mid Cap | 58.37 | 63.72 |
| Large Cap | 7.87 | 15.58 |
| Small Cap | 16.26 | 15.89 |
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | -1.99 | 0.91 |
| Financial | 27.48 | 15.38 |
| Chemicals | 2.29 | - |
| Metals & Mining | 3.7 | 2.83 |
| Energy | 3.04 | 1.47 |
| Healthcare | 13.7 | 12.04 |
| Materials | 4.34 | 5.34 |
| Services | 12.4 | 14.95 |
| Technology | 6.99 | 3.97 |
| Consumer Staples | 4.8 | 1.89 |
| Capital Goods | 10.9 | 13.15 |
| Automobile | 2.79 | 9.1 |
| Construction | 4.11 | 7.57 |
| Communication | 1.78 | 2.52 |
| Consumer Discretionary | 1.91 | 3.88 |
| Textiles | 1.03 | 1.01 |
| Diversified | 0.51 | 2.29 |
| Insurance | 0.26 | 1.7 |
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