WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Nippon India Growth Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Nippon India Growth Fund-Growth Plan-Growth Option
Chart Comparison
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) | ₹2657 Cr | ₹33033 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 07 Sep 2022 | 08 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 | 1.91 | 1.59 |
Manager | Piyush Baranwal | Kinjal Desai |
ISIN Code | INF03VN01563 | INF204K01323 |
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 | Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 5.15% | 7.24% |
6 Month | -12.56% | -14.1% |
1 Year | 10.55% | 10.46% |
3 Year | - | 21.69% |
5 Year | - | 35.13% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | -7.78% | -6.34% |
1 Year | -8.13% | -9.08% |
3 Year | - | 22.69% |
5 Year | - | 25.49% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 45.53% | 22.55% |
3 Year | - | 19.15% |
5 Year | - | 18.36% |
Risk Management
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | - | 16.222% |
Sharp | - | 0.853% |
Beta | - | 0.904% |
Alpha | - | 1.955% |
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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 |
Funds Managed | 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 | 16.33 | 0.61 |
Mid Cap | 58.93 | 65.69 |
Small Cap | 15.05 | 12.66 |
Large Cap | 9.68 | 21.05 |
Sector Allocation
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
Others | 14.09 | 0.61 |
Industrials | 12.99 | 14.97 |
Basic Materials | 4.56 | 5.49 |
Consumer Cyclical | 12.01 | 22.25 |
Healthcare | 12.44 | 11.47 |
Financial Services | 21.4 | 21.64 |
Technology | 10.66 | 7.6 |
Energy | 2.77 | 0.68 |
Consumer Defensive | 0.98 | 3.68 |
Real Estate | 3.19 | 1.53 |
Utilities | 0.82 | 6.18 |
Communication Services | 4.09 | 3.9 |
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