WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Nippon India Growth Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

Invest Now

tortoise-icon Nippon India Growth Fund-Growth Plan-Growth Option

Invest Now

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 Nippon India Growth Fund-Growth Plan-Growth Option
Fund WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2118 Cr ₹30823 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹100
Launch Date 07 Sep 2022 05 Oct 1995
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 0.0% 69%
Expense Ratio 1.97 1.61
Manager Piyush Baranwal Kinjal Desai
ISIN Code INF03VN01563 INF204K01323
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1% if redeemed within 1 months/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
1 Month 3.02% 1.68%
6 Month 22.86% 26.71%
1 Year 50.62% 54.27%
3 Year - 28.97%
5 Year - 31.65%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
6 Month - -
1 Year 18.62% 22.86%
3 Year 37.96% 60.6%
5 Year 37.96% 123.13%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
1 Year 32.55% 32.07%
3 Year 44.65% 87.05%
5 Year 44.65% 132.95%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
Standard Deviation 5.67% 13.98%
Sharp - 1.45%
Beta - 0.9%
Alpha - 2.5%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
Name Piyush Baranwal Kinjal Desai
Total AUM ₹5379 Cr ₹81302 Cr
Fund Manage 9 16
WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option

Market Cap

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Nippon India Growth Fund-Growth Plan-Growth Option

Others 17.54 3.22
Mid Cap 58.37 64.27
Large Cap 7.87 19.24
Small Cap 16.26 13.27

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Nippon India Growth Fund-Growth Plan-Growth Option

Others -1.99 1.27
Financial 27.48 19.82
Chemicals 2.29 3.42
Metals & Mining 3.7 1.86
Energy 3.04 5.03
Healthcare 13.7 11.04
Materials 4.34 5.51
Services 12.4 14.09
Technology 6.99 3.44
Consumer Staples 4.8 3.49
Capital Goods 10.9 9.23
Automobile 2.79 11.54
Construction 4.11 2.18
Communication 1.78 2.19
Consumer Discretionary 1.91 3.49
Textiles 1.03 1.24
Diversified 0.51 0.72
Insurance 0.26 0.44

Top Comparisons

HDFC Focused 30 Fund - GROWTH PLAN HDFC Focused 30 Fund - GROWTH PLAN

3Y Returns28.45%

VS

Nippon India Focused Equity Fund -Growth Plan -Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

3Y Returns18%

Compare Now

HDFC Gold Fund - Growth Option HDFC Gold Fund - Growth Option

3Y Returns13.63%

VS

SBI Gold Fund Regular Plan - Growth SBI Gold Fund Regular Plan - Growth

3Y Returns13.76%

Compare Now

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns19.04%

VS

Mirae Asset Focused Fund Regular Plan Growth Mirae Asset Focused Fund Regular Plan Growth

3Y Returns10.98%

Compare Now

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully