Invesco India Midcap vs WhiteOak Capital Mid Cap
Data updated · direct-growth plans · not investment advice
Invesco India Midcap currently edges it with a Smart Score of 77/100 vs 77/100. Invesco India Midcap has the stronger risk-adjusted profile (Sortino 1.58 vs 1.47), 3-year returns of 25.5% vs 23.6%, and an expense ratio of 0.75% vs 0.99%. Scores are relative to all Mid Cap peers and refresh with every data update.
| Metric | 77 Invesco India Midcap Invesco Buy | 77 WhiteOak Capital Mid Cap WhiteOak Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 7.4% | 11.6%BEST | |
3Y return ↑ higher is better | 25.5%BEST | 23.6% | |
5Y return ↑ higher is better | 20.7%BEST | — | |
Since launch ↑ higher is better | 21.1% | 23.3%BEST | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +3.5% | +7.7%BEST | |
3Y vs index fund minus its own index | +6.9%BEST | +5.0% | |
5Y vs index fund minus its own index | +3.3%BEST | — | |
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 1.00 | 1.12BEST | |
Sortino ratio ↑ higher is better | 1.58BEST | 1.47 | |
Std deviation ↓ lower is better | 19.49 | 17.25BEST | |
Alpha ↑ higher is better | 2.84 | 4.34BEST | |
Beta ≈1 moves with the market | 0.99 | 0.89 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.75%BEST | 0.99% | |
Fund size ↑ higher is better | ₹12.4k CrBEST | ₹6.2k Cr | |
Portfolio P/E ↓ lower is better | 47.21 | 30.28BEST | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★BEST | ★★★★★ | |
Morningstar 1–5 stars | ★★★★★BEST | ★★★★★ | |
| Details | |||
Fund manager | Aditya Khemani | — | |
Benchmark | BSE 150 MidCap TRI | BSE 150 MidCap TRI | |
Riskometer | Very High | Very High | |
Start date | 01 Jan 2013 | 07 Sept 2022 | |
Quick answers
Is Invesco India Midcap better than WhiteOak Capital Mid Cap?
Invesco India Midcap currently edges it with a Smart Score of 77/100 vs 77/100. Invesco India Midcap has the stronger risk-adjusted profile (Sortino 1.58 vs 1.47), 3-year returns of 25.5% vs 23.6%, and an expense ratio of 0.75% vs 0.99%. Scores are relative to all Mid Cap peers and refresh with every data update.
Which is cheaper — Invesco India Midcap or WhiteOak Capital Mid Cap?
Invesco India Midcap has the lower expense ratio: 0.75% 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), Invesco India Midcap leads with 1.58 vs 1.47. Sharpe ratios: Invesco India Midcap 1.00, WhiteOak Capital Mid Cap 1.12.