WhiteOak Capital Mid Cap Fund Regular Plan Growth vs SBI Magnum Midcap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
SBI Magnum Midcap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹2657 Cr | ₹21177 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 | 1.91 | 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 | 5.15% | 5.66% |
6 Month | -12.56% | -12.72% |
1 Year | 10.55% | 5.83% |
3 Year | - | 16.57% |
5 Year | - | 32.98% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -7.78% | -5.26% |
1 Year | -8.13% | -9.03% |
3 Year | - | 15.51% |
5 Year | - | 21.03% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 45.53% | 16.74% |
3 Year | - | 15.93% |
5 Year | - | 16.06% |
Risk Management
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 11.63% |
Sharp | - | 0.65% |
Beta | - | 0.77% |
Alpha | - | -0.93% |
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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 |
Funds Managed | 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 | 16.33 | 6.53 |
Mid Cap | 58.93 | 66.04 |
Small Cap | 15.05 | 20.3 |
Large Cap | 9.68 | 7.14 |
Sector Allocation
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 14.09 | 6.53 |
Industrials | 12.99 | 13.08 |
Basic Materials | 4.56 | 9.26 |
Consumer Cyclical | 12.01 | 22.17 |
Healthcare | 12.44 | 13.18 |
Financial Services | 21.4 | 19.45 |
Technology | 10.66 | 4.32 |
Energy | 2.77 | 1.27 |
Consumer Defensive | 0.98 | 2.35 |
Real Estate | 3.19 | 3.5 |
Utilities | 0.82 | 3.25 |
Communication Services | 4.09 | 1.64 |
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