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 48.81% 21.73%
3 Year - 19.25%
5 Year - 18.08%

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

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns22.98%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns22.64%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.2%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.2%

Compare Now

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns6.01%

VS

DSP Corporate Bond Fund - Regular - Growth DSP Corporate Bond Fund - Regular - Growth

3Y Returns4.9%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns5.7%

VS

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns5.8%

Compare Now
Request call back
Add to Cart Successfully