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
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
| 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 | 5.45% | 1.58% |
| 6 Month | 11.67% | -1.68% |
| 1 Year | 32.54% | 22.79% |
| 3 Year | - | 20.75% |
| 5 Year | - | 24.66% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 30.9% | 13.14% |
| 3 Year | - | 26.97% |
| 5 Year | - | 26.57% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 48.63% | 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 | - | 1% |
| Beta | - | 0.87% |
| Alpha | - | -0.09% |
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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 |
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