WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Sundaram Mid Cap Fund Regular Plan compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Invest NowSundaram Mid Cap Fund Regular Plan - Growth
Invest NowChart Comparison
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2118 Cr | ₹11825 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 07 Sep 2022 | 01 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | 0.0% | 45% |
Expense Ratio | 1.97 | 1.73 |
Manager | Piyush Baranwal | Ratish Varier |
ISIN Code | INF03VN01563 | INF903J01173 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.02% | 3.73% |
6 Month | 22.86% | 26.72% |
1 Year | 50.62% | 55.76% |
3 Year | - | 27.27% |
5 Year | - | 27% |
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 18.62% | 21.78% |
3 Year | 37.96% | 55% |
5 Year | 37.96% | 101.07% |
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 32.55% | 26.93% |
3 Year | 44.65% | 73.41% |
5 Year | 44.65% | 110.61% |
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.67% | 13.35% |
Sharp | - | 1.37% |
Beta | - | 0.87% |
Alpha | - | 1.34% |
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Get Free Experts GuidanceScheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Piyush Baranwal | Ratish Varier |
Total AUM | ₹5379 Cr | ₹12102 Cr |
Fund Manage | 9 | 3 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 17.54 | 6.5 |
Mid Cap | 58.37 | 66.49 |
Large Cap | 7.87 | 17.11 |
Small Cap | 16.26 | 9.85 |
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | -1.99 | 2.66 |
Financial | 27.48 | 18.38 |
Chemicals | 2.29 | 3.8 |
Metals & Mining | 3.7 | 3.91 |
Energy | 3.04 | 4.29 |
Healthcare | 13.7 | 10.83 |
Materials | 4.34 | 5.11 |
Services | 12.4 | 13.57 |
Technology | 6.99 | 4.25 |
Consumer Staples | 4.8 | 1.94 |
Capital Goods | 10.9 | 11.59 |
Automobile | 2.79 | 9.82 |
Construction | 4.11 | 2.45 |
Communication | 1.78 | 0.34 |
Consumer Discretionary | 1.91 | 4.72 |
Textiles | 1.03 | - |
Diversified | 0.51 | - |
Insurance | 0.26 | 0.46 |
Unclassified | - | 1.83 |
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