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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Motilal Oswal Midcap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2657 Cr | ₹24488 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 07 Sep 2022 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 0.0% | 120% |
| Expense Ratio | 1.91 | 1.58 |
| Manager | Piyush Baranwal | Rakesh Shetty |
| ISIN Code | INF03VN01563 | INF247L01411 |
| 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 | Motilal Oswal 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -6.94% | -7.78% |
| 6 Month | -11.9% | -12.73% |
| 1 Year | 9.49% | 16.33% |
| 3 Year | - | 30.29% |
| 5 Year | - | 27.19% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -11.48% | -15.05% |
| 1 Year | -12.58% | -14.27% |
| 3 Year | - | 24.87% |
| 5 Year | - | 29.62% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 46.7% | 18.45% |
| 3 Year | - | 18.47% |
| 5 Year | - | 13.83% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 18.301% |
| Sharp | - | 1.126% |
| Beta | - | 0.915% |
| Alpha | - | 6.797% |
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Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Rakesh Shetty |
| Total AUM | ₹5379 Cr | ₹33886 Cr |
| Fund Manage | 9 | 19 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 16.33443 | 23.08474 |
| Mid Cap | 58.93218 | 69.6637 |
| Small Cap | 15.04877 | - |
| Large Cap | 9.68459 | 7.25156 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 14.09094 | 23.08474 |
| Industrials | 12.98751 | 11.09222 |
| Basic Materials | 4.56336 | 2.31822 |
| Consumer Cyclical | 12.01307 | 16.09435 |
| Healthcare | 12.43954 | 5.0014 |
| Financial Services | 21.40169 | 0.08759 |
| Technology | 10.65753 | 34.02453 |
| Energy | 2.7693 | - |
| Consumer Defensive | 0.97713 | - |
| Real Estate | 3.18675 | 2.79977 |
| Utilities | 0.82183 | 2.05784 |
| Communication Services | 4.09132 | 3.43934 |
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