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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Invesco India Midcap Fund compare

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon Invesco India Midcap Fund - Growth Option

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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 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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