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

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

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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 Tata Mid Cap Growth Fund Regular Plan- Growth Option
Fund WhiteOak Capital Mid Cap Fund Regular Plan Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2118 Cr ₹4194 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 07 Sep 2022 01 Jul 1994
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 0.0% 69.98%
Expense Ratio 1.97 0.75
Manager Piyush Baranwal Satish Chandra Mishra
ISIN Code INF03VN01563 INF277K01626
Exits Load Exit load of 1%, if redeemed within 1 month./365 For units more than 12% 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 Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 3.02% -5.71%
6 Month 22.86% 10.54%
1 Year 50.62% 41.85%
3 Year - 20.77%
5 Year - 25.05%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month - -
1 Year 18.62% 23.48%
3 Year 37.96% 56.14%
5 Year 37.96% 106.77%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 48.81% 17.48%
3 Year - 16.27%
5 Year - 16.96%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation 5.67% 13.05%
Sharp - 1.2%
Beta - 0.86%
Alpha - 0.81%

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Fund Managers

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Name Piyush Baranwal Satish Chandra Mishra
Total AUM ₹5379 Cr ₹13117 Cr
Fund Manage 9 5
WhiteOak Capital Mid Cap Fund Regular Plan Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option

Market Cap

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 17.54 5.23
Mid Cap 58.37 64.87
Large Cap 7.87 9.14
Small Cap 16.26 20.76

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others -1.99 2.96
Financial 27.48 16.7
Chemicals 2.29 4.33
Metals & Mining 3.7 5.22
Energy 3.04 2.81
Healthcare 13.7 11.33
Materials 4.34 5.75
Services 12.4 8.18
Technology 6.99 2.71
Consumer Staples 4.8 2.43
Capital Goods 10.9 15.46
Automobile 2.79 5.98
Construction 4.11 8.64
Communication 1.78 2.68
Consumer Discretionary 1.91 2.05
Textiles 1.03 1.9
Diversified 0.51 0.87
Insurance 0.26 -

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