WhiteOak Capital Mid Cap Fund Regular Plan Growth vs SBI Magnum Midcap Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

Invest Now

tortoise-icon SBI Magnum Midcap Fund - Regular Plan - Growth

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 SBI Magnum Midcap Fund - Regular Plan - Growth
Fund WhiteOak Capital Mid Cap Fund Regular Plan Growth SBI Magnum Midcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2118 Cr ₹20310 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 07 Sep 2022 29 Mar 2005
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 0.0% 10%
Expense Ratio 1.97 1.67
Manager Piyush Baranwal Pradeep Kesavan
ISIN Code INF03VN01563 INF200K01560
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth SBI Magnum Midcap Fund - Regular Plan - Growth
1 Month -2.95% -6.68%
6 Month 20.34% 9.27%
1 Year 42.51% 26.66%
3 Year - 16.33%
5 Year - 26.61%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth SBI Magnum Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 31.47% 20.09%
3 Year - 24.32%
5 Year - 27.73%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth SBI Magnum Midcap Fund - Regular Plan - Growth
1 Year 48.63% 16.56%
3 Year - 15.09%
5 Year - 15.59%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth SBI Magnum Midcap Fund - Regular Plan - Growth
Standard Deviation 5.67% 11.63%
Sharp - 1.04%
Beta - 0.74%
Alpha - 1.49%

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 SBI Magnum Midcap Fund - Regular Plan - Growth
Name Piyush Baranwal Pradeep Kesavan
Total AUM ₹5379 Cr ₹434274 Cr
Fund Manage 9 43
WhiteOak Capital Mid Cap Fund Regular Plan Growth SBI Magnum Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

SBI Magnum Midcap Fund - Regular Plan - Growth

Others 17.54 6.3
Mid Cap 58.37 67.51
Large Cap 7.87 5.41
Small Cap 16.26 20.78

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

SBI Magnum Midcap Fund - Regular Plan - Growth

Others -1.99 6.12
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 0.34
Communication 1.78 -
Consumer Discretionary 1.91 -
Textiles 1.03 -
Diversified 0.51 -
Insurance 0.26 0.74
Finance - 10.17
Cement & Cement Products - 2.9
IT - Services - 2.41
Capital Markets - 2.77
Healthcare Services - 3.75
Banks - 3.13
Leisure Services - 4.26
Pharmaceuticals & Biotechnology - 5.46
Auto Components - 12.33
Realty - 4.38
Chemicals & Petrochemicals - 1.69
Industrial Products - 7.71
Telecom - Services - 0.47
Consumer Durables - 7.86
Non - Ferrous Metals - 0.28
Electrical Equipment - 2.88
Fertilizers & Agrochemicals - 3.59
Personal Products - 1.6
IT - Software - 1.4
Retailing - 2.58
Food Products - 0.51
Industrial Manufacturing - 0.84
Entertainment - 0.86
Textiles & Apparels - 4.4
Power - 4.57

Top Comparisons

UTI Mid Cap Fund-Growth Option UTI Mid Cap Fund-Growth Option

3Y Returns14.1%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns22.7%

Compare Now

Tata Gold ETF Fund of Fund - Regular (G) Tata Gold ETF Fund of Fund - Regular (G)

3Y Returns0%

VS

Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth

3Y Returns0%

Compare Now

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns6.23%

VS

Edelweiss Liquid Fund - Regular Plan - Growth Option Edelweiss Liquid Fund - Regular Plan - Growth Option

3Y Returns6.1%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns16.98%

VS

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns22.48%

Compare Now
Request call back
Add to Cart Successfully