Helios Mid Cap vs WhiteOak Capital Mid Cap
Data updated · direct-growth plans · not investment advice
Helios Mid Cap currently edges it with a Smart Score of 78/100 vs 76/100. Helios Mid Cap has the stronger risk-adjusted profile (Sortino 1.76 vs 1.52), 3-year returns of — vs 24.1%, and an expense ratio of 0.78% vs 0.99%. Scores are relative to all Mid Cap peers and refresh with every data update.
| Metric | 78 Helios Mid Cap Helios Strong Buy | 76 WhiteOak Capital Mid Cap WhiteOak Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 12.9%BEST | 12.9% | |
3Y return ↑ higher is better | — | 24.1%BEST | |
5Y return ↑ higher is better | — | — | |
Since launch ↑ higher is better | 26.5%BEST | 23.7% | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +7.7%BEST | +7.7% | |
3Y vs index fund minus its own index | — | +5.1%BEST | |
5Y vs index fund minus its own index | — | — | |
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 1.21BEST | 1.12 | |
Sortino ratio ↑ higher is better | 1.76BEST | 1.52 | |
Std deviation ↓ lower is better | 16.54BEST | 17.25 | |
Alpha ↑ higher is better | 5.35BEST | 4.34 | |
Beta ≈1 moves with the market | 0.93 | 0.89 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.78%BEST | 0.99% | |
Fund size ↑ higher is better | ₹1.8k Cr | ₹6.2k CrBEST | |
Portfolio P/E ↓ lower is better | 40.90 | 30.28BEST | |
| Ratings | |||
Value Research 1–5 stars | — | ★★★★★BEST | |
Morningstar 1–5 stars | — | ★★★★★BEST | |
| Details | |||
Fund manager | Alok Bahl, Pratik Singh | — | |
Benchmark | — | BSE 150 MidCap TRI | |
Riskometer | Very High | Very High | |
Start date | 13 Mar 2025 | 07 Sept 2022 | |
Quick answers
Is Helios Mid Cap better than WhiteOak Capital Mid Cap?
Helios Mid Cap currently edges it with a Smart Score of 78/100 vs 76/100. Helios Mid Cap has the stronger risk-adjusted profile (Sortino 1.76 vs 1.52), 3-year returns of — vs 24.1%, and an expense ratio of 0.78% vs 0.99%. Scores are relative to all Mid Cap peers and refresh with every data update.
Which is cheaper — Helios Mid Cap or WhiteOak Capital Mid Cap?
Helios Mid Cap has the lower expense ratio: 0.78% vs 0.99% (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), Helios Mid Cap leads with 1.76 vs 1.52. Sharpe ratios: Helios Mid Cap 1.21, WhiteOak Capital Mid Cap 1.12.