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

WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Tata Mid Cap Growth Fund Regular Plan- Growth Option

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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)	₹2542 Cr	₹4444 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹1000
Launch Date	07 Sep 2022	31 Mar 2004
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	1.92	1.87
Manager	Piyush Baranwal	Satish Chandra Mishra
ISIN Code	INF03VN01563	INF277K01626
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	Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month	-7.32%	-4.95%
6 Month	0.59%	-6.64%
1 Year	19.77%	13.09%
3 Year	-	17.94%
5 Year	-	21.95%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month	-	-
1 Year	12.6%	1.16%
3 Year	-	22.84%
5 Year	-	23.96%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year	47.87%	17.42%
3 Year	-	16.1%
5 Year	-	16.97%

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	-	0.9%
Beta	-	0.87%
Alpha	-	-0.51%

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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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	6.21	4.64
Small Cap	20.97	18.55
Mid Cap	65.97	69.24
Large Cap	6.85	7.57

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	6.21	4.64
Realty	3.61	4.9
Industrial Products	7.06	8.24
Pharmaceuticals & Biotechnology	6.26	13.12
Cement & Cement Products	0.95	3.4
Finance	7.72	7.33
Healthcare Services	4.55	-
Retailing	5.1	-
Chemicals & Petrochemicals	0.52	1.69
IT - Software	7.27	5.23
Leisure Services	3.08	2.87
Paper, Forest & Jute Products	0.24	-
Electrical Equipment	4.9	3.57
Transport Services	0.81	0.69
Auto Components	4.42	5.5
Petroleum Products	0.79	1.35
Personal Products	1.23	1.73
Food Products	0.07	-
Consumer Durables	3.4	2.78
Construction	0.41	3.05
Telecom - Services	2.65	2.97
Fertilizers & Agrochemicals	1.34	3.53
Banks	3.57	5.51
Insurance	5.25	5.26
Beverages	0.44	-
Healthcare Equipment & Supplies	1.16	-
Ferrous Metals	0.76	-
IT - Services	0.98	-
Diversified	1.35	0.81
Oil	1.46	0.44
Textiles & Apparels	0.7	1.98
Capital Markets	7.82	-
Gas	0.56	-
Financial Technology (Fintech)	2.24	-
Diversified FMCG	0.09	-
Minerals & Mining	0.66	-
Commercial Services & Supplies	0.37	1.33
Agricultural, Commercial & Construction Vehicles	-	1.39
Aerospace & Defense	-	1.03
Agricultural Food & other Products	-	1.09
Transport Infrastructure	-	3.75
Power	-	0.82