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) ₹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 3.02% 6.31%
6 Month 22.86% 22%
1 Year 50.62% 35.49%
3 Year - 23.12%
5 Year - 30%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth SBI Magnum Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 18.62% 17.19%
3 Year 37.96% 44.66%
5 Year 37.96% 105.09%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth SBI Magnum Midcap Fund - Regular Plan - Growth
1 Year 32.55% 30.85%
3 Year 44.65% 78.83%
5 Year 44.65% 114.75%

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 - 1.36%
Beta - 0.72%
Alpha - 1.94%

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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 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
Capital Goods 10.9 -
Services 12.4 -
Financial 27.48 -
Healthcare 13.7 -
Construction 4.11 0.34
Technology 6.99 -
Metals & Mining 3.7 -
Automobile 2.79 -
Consumer Staples 4.8 -
Materials 4.34 -
Energy 3.04 -
Consumer Discretionary 1.91 -
Chemicals 2.29 -
Communication 1.78 -
Diversified 0.51 -
Textiles 1.03 -
Insurance 0.26 0.74
Power - 4.57
Finance - 10.17
Industrial Products - 7.71
Consumer Durables - 7.86
Auto Components - 12.33
Electrical Equipment - 2.88
Fertilizers & Agrochemicals - 3.59
Banks - 3.13
Textiles & Apparels - 4.4
IT - Services - 2.41
Healthcare Services - 3.75
Leisure Services - 4.26
Realty - 4.38
Personal Products - 1.6
Cement & Cement Products - 2.9
Chemicals & Petrochemicals - 1.69
Retailing - 2.58
Pharmaceuticals & Biotechnology - 5.46
Capital Markets - 2.77
IT - Software - 1.4
Entertainment - 0.86
Industrial Manufacturing - 0.84
Food Products - 0.51
Telecom - Services - 0.47
Non - Ferrous Metals - 0.28

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