WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Motilal Oswal Midcap Fund compare

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-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 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) ₹2118 Cr ₹12583 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 07 Sep 2022 02 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 1.97 1.69
Manager Piyush Baranwal Rakesh Shetty
ISIN Code INF03VN01563 INF247L01411
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month 3.02% 3.24%
6 Month 22.86% 34.13%
1 Year 50.62% 69.98%
3 Year - 38.51%
5 Year - 34.26%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month - -
1 Year 18.62% 25.36%
3 Year 37.96% 68.32%
5 Year 37.96% 137.54%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year 32.55% 33.77%
3 Year 44.65% 102.56%
5 Year 44.65% 158.43%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation 5.67% 13.31%
Sharp - 1.86%
Beta - 0.83%
Alpha - 11.3%

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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 17.54 10.12
Mid Cap 58.37 65.19
Large Cap 7.87 22.37
Small Cap 16.26 2.31

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others -1.99 3.09
Capital Goods 10.9 7.41
Services 12.4 8.85
Financial 27.48 11.61
Healthcare 13.7 6.12
Construction 4.11 8.26
Technology 6.99 13.79
Metals & Mining 3.7 -
Automobile 2.79 11.86
Consumer Staples 4.8 -
Materials 4.34 -
Energy 3.04 3.76
Consumer Discretionary 1.91 11.42
Chemicals 2.29 3.17
Communication 1.78 10.65
Diversified 0.51 -
Textiles 1.03 -
Insurance 0.26 -

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