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 80/100 vs 78/100. Invesco India Midcap has the stronger risk-adjusted profile (Sortino 1.21 vs 1.18), 3-year returns of 20.6% vs 19.4%, and an expense ratio of 0.78% 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 | -1.6% | 4.3%BEST | ||
3Y return | 20.6%BEST | 19.4% | ||
5Y return | 16.8%BEST | — | ||
Since launch | 20.1% | 20.8%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +1.3% | +7.2%BEST | ||
3Y vs index | +7.8%BEST | +6.6% | ||
5Y vs index | +3.6%BEST | — | ||
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | ||
| Risk | ||||
Sharpe ratio | 0.84 | 0.85BEST | ||
Sortino ratio | 1.21BEST | 1.18 | ||
Std deviation | 20.13 | 17.55BEST | ||
Alpha | 6.97BEST | 5.98 | ||
Beta | 1.01 | 0.90 | ||
| Cost & size | ||||
Expense ratio | 0.78%BEST | 0.95% | ||
Fund size | ₹15.7k CrBEST | ₹7.5k Cr | ||
Portfolio P/E | 47.66 | 30.41BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★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 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Invesco India Midcap better than WhiteOak Capital Mid Cap?
Invesco India Midcap currently edges it with a Smart Score of 80/100 vs 78/100. Invesco India Midcap has the stronger risk-adjusted profile (Sortino 1.21 vs 1.18), 3-year returns of 20.6% vs 19.4%, and an expense ratio of 0.78% vs 0.95%. 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: 0.78% 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), Invesco India Midcap leads with 1.21 vs 1.18. Sharpe ratios: Invesco India Midcap 0.84, WhiteOak Capital Mid Cap 0.85.