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) | ₹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 |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 3.02% | 5.31% |
| 6 Month | 22.86% | 32.3% |
| 1 Year | 50.62% | 46.49% |
| 3 Year | - | 23.54% |
| 5 Year | - | 28.28% |
| 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% |
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 32.55% | 28.77% |
| 3 Year | 44.65% | 75.24% |
| 5 Year | 44.65% | 115% |
| 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 | - | 0.84% |
| 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 | 17.54 | 5.23 |
| Mid Cap | 58.37 | 64.87 |
| Large Cap | 7.87 | 9.14 |
| Small Cap | 16.26 | 20.76 |
| 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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