WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon Sundaram Mid Cap 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 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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month -5.16% -6.04%
6 Month 12.69% 10.84%
1 Year 34.95% 37.76%
3 Year - 21.7%
5 Year - 23.73%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 31.47% 29.86%
3 Year - 32.77%
5 Year - 29.48%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 48.63% 21.22%
3 Year - 18.05%
5 Year - 18.53%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 5.67% 13.35%
Sharp - 1.16%
Beta - 0.88%
Alpha - 2.72%

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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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