- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 Risk | Very High Risk |
| 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 | -6.16% | -6.17% |
| 6 Month | -9.7% | -11.68% |
| 1 Year | 8.31% | 5.72% |
| 3 Year | - | 16.4% |
| 5 Year | - | 22.31% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -8.3% | -9.61% |
| 3 Year | - | 14.39% |
| 5 Year | - | 21.02% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 46.7% | 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 | - | 0.77% |
| Beta | - | 0.75% |
| Alpha | - | -0.3% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns0%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns12.92%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns8.63%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.88%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns15.95%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns20.67%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns14.21%
