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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 | 5.23% | 2.11% |
| 6 Month | -10.6% | -15.73% |
| 1 Year | 11.44% | 13.61% |
| 3 Year | - | 24.46% |
| 5 Year | - | 35.05% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -4.07% | -9.14% |
| 1 Year | -7.71% | -14.46% |
| 3 Year | - | 24.32% |
| 5 Year | - | 28.81% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 45.53% | 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 | - | 18.728% |
| Sharp | - | 1.047% |
| Beta | - | 0.892% |
| Alpha | - | 7.885% |
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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 |
| Funds Managed | 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 | 16.33 | 23.08 |
| Mid Cap | 58.93 | 69.66 |
| Small Cap | 15.05 | - |
| Large Cap | 9.68 | 7.25 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 14.09 | 23.08 |
| Industrials | 12.99 | 11.09 |
| Basic Materials | 4.56 | 2.32 |
| Consumer Cyclical | 12.01 | 16.09 |
| Healthcare | 12.44 | 5 |
| Financial Services | 21.4 | 0.09 |
| Technology | 10.66 | 34.02 |
| Energy | 2.77 | - |
| Consumer Defensive | 0.98 | - |
| Real Estate | 3.19 | 2.8 |
| Utilities | 0.82 | 2.06 |
| Communication Services | 4.09 | 3.44 |
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