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

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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

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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 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) ₹2542 Cr ₹21407 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 1.92 1.67
Manager Piyush Baranwal Pradeep Kesavan
ISIN Code INF03VN01563 INF200K01560
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 SBI Magnum Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth SBI Magnum Midcap Fund - Regular Plan - Growth
1 Month 5.45% 3.01%
6 Month 11.67% 1.17%
1 Year 32.54% 21.14%
3 Year - 19.56%
5 Year - 27.11%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth SBI Magnum Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 30.9% 15.45%
3 Year - 23.78%
5 Year - 27.31%

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 - 0.95%
Beta - 0.76%
Alpha - -0.15%

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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 6.21 5.97
Small Cap 20.97 18.54
Mid Cap 65.97 69.16
Large Cap 6.85 6.33

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

SBI Magnum Midcap Fund - Regular Plan - Growth

Others 6.21 5.97
Realty 3.61 3.96
Industrial Products 7.06 6.96
Pharmaceuticals & Biotechnology 6.26 7.24
Cement & Cement Products 0.95 2.15
Finance 7.72 12.12
Healthcare Services 4.55 4.05
Retailing 5.1 2.54
Chemicals & Petrochemicals 0.52 0.04
IT - Software 7.27 1.42
Leisure Services 3.08 4.23
Paper, Forest & Jute Products 0.24 -
Electrical Equipment 4.9 2.76
Transport Services 0.81 -
Auto Components 4.42 9.08
Petroleum Products 0.79 1.33
Personal Products 1.23 1.5
Food Products 0.07 0.45
Consumer Durables 3.4 8.63
Construction 0.41 -
Telecom - Services 2.65 1.59
Fertilizers & Agrochemicals 1.34 3.57
Banks 3.57 4.27
Insurance 5.25 0.68
Beverages 0.44 -
Healthcare Equipment & Supplies 1.16 -
Ferrous Metals 0.76 -
IT - Services 0.98 2.31
Diversified 1.35 -
Oil 1.46 -
Textiles & Apparels 0.7 4.56
Capital Markets 7.82 2.77
Gas 0.56 -
Financial Technology (Fintech) 2.24 -
Diversified FMCG 0.09 -
Minerals & Mining 0.66 -
Commercial Services & Supplies 0.37 -
Industrial Manufacturing - 1.82
Power - 4

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