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) ₹2542 Cr ₹20056 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 1.92 1.62
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 4.11% 5%
6 Month 11.01% 17.42%
1 Year 34.13% 54.28%
3 Year - 35.23%
5 Year - 33.06%

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 30.9% 52.15%
3 Year - 45.56%
5 Year - 41.09%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year 47.87% 17.56%
3 Year - 17.47%
5 Year - 13.2%

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 6.21 2.4
Small Cap 20.97 1.86
Mid Cap 65.97 71.9
Large Cap 6.85 23.85

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 6.21 2.4
Realty 3.61 2.4
Industrial Products 7.06 9.29
Pharmaceuticals & Biotechnology 6.26 1.39
Cement & Cement Products 0.95 -
Finance 7.72 8.04
Healthcare Services 4.55 3.81
Retailing 5.1 3.92
Chemicals & Petrochemicals 0.52 3.46
IT - Software 7.27 20.67
Leisure Services 3.08 -
Paper, Forest & Jute Products 0.24 -
Electrical Equipment 4.9 2.63
Transport Services 0.81 -
Auto Components 4.42 9.57
Petroleum Products 0.79 -
Personal Products 1.23 -
Food Products 0.07 -
Consumer Durables 3.4 15.71
Construction 0.41 -
Telecom - Services 2.65 0.59
Fertilizers & Agrochemicals 1.34 -
Banks 3.57 -
Insurance 5.25 -
Beverages 0.44 -
Healthcare Equipment & Supplies 1.16 -
Ferrous Metals 0.76 -
IT - Services 0.98 -
Diversified 1.35 -
Oil 1.46 -
Textiles & Apparels 0.7 -
Capital Markets 7.82 1.78
Gas 0.56 -
Financial Technology (Fintech) 2.24 2.46
Diversified FMCG 0.09 -
Minerals & Mining 0.66 -
Commercial Services & Supplies 0.37 -
Automobiles - 11.89

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