Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹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 1.88% 1.82%
6 Month -7.67% -6.56%
1 Year 13.66% 9.45%
3 Year - 16.95%
5 Year - 32.25%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth SBI Magnum Midcap Fund - Regular Plan - Growth
6 Month -4.07% -0.73%
1 Year -7.71% -5.39%
3 Year - 16.24%
5 Year - 21%

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 - 0.68%
Beta - 0.78%
Alpha - -0.5%

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
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 8.45
Mid Cap 58.93 66.19
Small Cap 15.05 17.47
Large Cap 9.68 7.89

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

SBI Magnum Midcap Fund - Regular Plan - Growth

Others 14.09 8.45
Industrials 12.99 11.71
Basic Materials 4.56 10.46
Consumer Cyclical 12.01 19.9
Healthcare 12.44 13.48
Financial Services 21.4 20.17
Technology 10.66 3.88
Energy 2.77 1.14
Consumer Defensive 0.98 2.85
Real Estate 3.19 3.23
Utilities 0.82 3.06
Communication Services 4.09 1.67

Top Comparisons

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns8.4%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.04%

Compare Now

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns7.66%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns7.68%

Compare Now

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns7.78%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns7.78%

Compare Now

HDFC Asset Allocator Fund of Funds - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option

3Y Returns15.1%

VS

Motilal Oswal Asset Allocation FOF- C- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth

3Y Returns10.92%

Compare Now
Add to Cart Successfully