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

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon Nippon India Growth Fund-Growth 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 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 -4.91% -5.75%
6 Month 12.99% 10.3%
1 Year 35.3% 36.27%
3 Year - 23.01%
5 Year - 28.64%

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 31.47% 29.2%
3 Year - 34.08%
5 Year - 32.7%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Nippon India Growth Fund-Growth Plan-Growth Option
1 Year 48.63% 22.35%
3 Year - 18.97%
5 Year - 18.25%

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%

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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
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 2.73
Mid Cap 58.37 66.61
Large Cap 7.87 17.86
Small Cap 16.26 12.8

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Nippon India Growth Fund-Growth Plan-Growth Option

Others -1.99 2.73
Financial 27.48 -
Chemicals 2.29 -
Metals & Mining 3.7 -
Energy 3.04 -
Healthcare 13.7 -
Materials 4.34 -
Services 12.4 -
Technology 6.99 -
Consumer Staples 4.8 -
Capital Goods 10.9 -
Automobile 2.79 -
Construction 4.11 -
Communication 1.78 -
Consumer Discretionary 1.91 -
Textiles 1.03 -
Diversified 0.51 0.64
Insurance 0.26 3.72
Industrial Products - 6.53
Capital Markets - 4.42
Cement & Cement Products - 1.36
IT - Services - 0.27
Finance - 7.75
Healthcare Services - 4.4
Pharmaceuticals & Biotechnology - 7.59
Leisure Services - 3.57
Aerospace & Defense - 1.81
Electrical Equipment - 1.67
Auto Components - 10.46
Banks - 5.77
Chemicals & Petrochemicals - 1.23
IT - Software - 3.97
Automobiles - 1.25
Transport Services - 1.89
Telecom - Services - 2.06
Fertilizers & Agrochemicals - 1.19
Consumer Durables - 5.62
Beverages - 3.26
Gas - 1.2
Agricultural, Commercial & Construction Vehicles - 1.1
Entertainment - 0.3
Retailing - 5.28
Minerals & Mining - 0.49
Power - 4.33
Textiles & Apparels - 1.22
Realty - 1.8
Financial Technology (Fintech) - 1.12

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