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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
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) | ₹2657 Cr | ₹11638 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 07 Sep 2022 | 19 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 | 1.91 | 1.77 |
| Manager | Piyush Baranwal | Ratish Varier |
| ISIN Code | INF03VN01563 | INF903J01173 |
| 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 | Sundaram Mid Cap Fund - 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 | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.38% | 8.54% |
| 6 Month | -11.54% | -14.01% |
| 1 Year | 10.86% | 9.8% |
| 3 Year | - | 20.79% |
| 5 Year | - | 30.63% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.78% | -7.34% |
| 1 Year | -8.13% | -9.78% |
| 3 Year | - | 21.53% |
| 5 Year | - | 22.98% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 45.53% | 21.47% |
| 3 Year | - | 18.34% |
| 5 Year | - | 18.67% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 16.453% |
| Sharp | - | 0.764% |
| Beta | - | 0.915% |
| Alpha | - | 0.528% |
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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 |
| Funds Managed | 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 | 16.33 | 6.38 |
| Mid Cap | 58.93 | 65.33 |
| Small Cap | 15.05 | 13.03 |
| Large Cap | 9.68 | 15.27 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 14.09 | 5.37 |
| Industrials | 12.99 | 14.82 |
| Basic Materials | 4.56 | 9.99 |
| Consumer Cyclical | 12.01 | 18.88 |
| Healthcare | 12.44 | 11.03 |
| Financial Services | 21.4 | 19.52 |
| Technology | 10.66 | 6.45 |
| Energy | 2.77 | 1.7 |
| Consumer Defensive | 0.98 | 3.4 |
| Real Estate | 3.19 | 3.43 |
| Utilities | 0.82 | 2.1 |
| Communication Services | 4.09 | 3.32 |
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