WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Sundaram Mid Cap Fund Regular Plan compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart 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% | -5.37% |
| 6 Month | 22.86% | 17.51% |
| 1 Year | 50.62% | 52.15% |
| 3 Year | - | 24.19% |
| 5 Year | - | 24.56% |
| 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 | 48.81% | 21.36% |
| 3 Year | - | 18.15% |
| 5 Year | - | 18.53% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.67% | 13.35% |
| Sharp | - | 1.33% |
| Beta | - | 0.88% |
| Alpha | - | 2.69% |
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| 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 |
| 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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