Edelweiss Midcap vs WhiteOak Capital Mid Cap
Data updated · direct-growth plans · not investment advice
Edelweiss Midcap currently edges it with a Smart Score of 78/100 vs 77/100. Edelweiss Midcap has the weaker risk-adjusted profile (Sortino 1.36 vs 1.53), 3-year returns of 23.0% vs 24.1%, and an expense ratio of 0.71% vs 0.95%. Scores are relative to all Mid Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 13.5% | 20.0%BEST | ||
3Y return | 23.0% | 24.1%BEST | ||
5Y return | 20.5%BEST | — | ||
Since launch | 21.4% | 24.3%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +0.4% | +6.9%BEST | ||
3Y vs index | +5.1% | +6.2%BEST | ||
5Y vs index | +2.4%BEST | — | ||
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | ||
| Risk | ||||
Sharpe ratio | 1.05 | 1.12BEST | ||
Sortino ratio | 1.36 | 1.53BEST | ||
Std deviation | 17.82 | 17.25BEST | ||
Alpha | 3.24 | 4.34BEST | ||
Beta | 0.92 | 0.89 | ||
| Cost & size | ||||
Expense ratio | 0.71%BEST | 0.95% | ||
Fund size | ₹18.7k CrBEST | ₹6.8k Cr | ||
Portfolio P/E | 31.82BEST | 31.94 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Trideep Bhattacharya, Dhruv Bhatia | — | ||
Benchmark | Nifty Midcap 150 TRI | BSE 150 MidCap TRI | ||
Riskometer | Very High | Very High | ||
Start date | 01 Jan 2013 | 07 Sept 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Edelweiss Midcap better than WhiteOak Capital Mid Cap?
Edelweiss Midcap currently edges it with a Smart Score of 78/100 vs 77/100. Edelweiss Midcap has the weaker risk-adjusted profile (Sortino 1.36 vs 1.53), 3-year returns of 23.0% vs 24.1%, and an expense ratio of 0.71% vs 0.95%. Scores are relative to all Mid Cap peers and refresh with every data update.
Which is cheaper — Edelweiss Midcap or WhiteOak Capital Mid Cap?
Edelweiss Midcap has the lower expense ratio: 0.71% vs 0.95% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), WhiteOak Capital Mid Cap leads with 1.53 vs 1.36. Sharpe ratios: Edelweiss Midcap 1.05, WhiteOak Capital Mid Cap 1.12.