WhiteOak Capital Mid Cap vs HDFC Mid Cap
Data updated · direct-growth plans · not investment advice
WhiteOak Capital Mid Cap currently edges it with a Smart Score of 77/100 vs 77/100. WhiteOak Capital Mid Cap has the stronger risk-adjusted profile (Sortino 1.51 vs 1.26), 3-year returns of 24.0% vs 20.5%, and an expense ratio of 0.99% vs 0.75%. 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 | 17.2%BEST | 11.0% | ||
3Y return | 24.0%BEST | 20.5% | ||
5Y return | — | 20.6%BEST | ||
Since launch | 24.0%BEST | 20.4% | ||
| Vs category benchmark | ||||
1Y vs index | +7.2%BEST | +1.0% | ||
3Y vs index | +5.1%BEST | +1.6% | ||
5Y vs index | — | +2.8%BEST | ||
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | ||
| Risk | ||||
Sharpe ratio | 1.12BEST | 1.03 | ||
Sortino ratio | 1.51BEST | 1.26 | ||
Std deviation | 17.25 | 15.96BEST | ||
Alpha | 4.34BEST | 2.39 | ||
Beta | 0.89 | 0.83 | ||
| Cost & size | ||||
Expense ratio | 0.99% | 0.75%BEST | ||
Fund size | ₹6.2k Cr | ₹1.01L CrBEST | ||
Portfolio P/E | 30.28 | 25.54BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | — | Amar Kalkundrikar, Chirag Setalvad | ||
Benchmark | BSE 150 MidCap TRI | Nifty Midcap 150 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 07 Sept 2022 | 01 Jan 2013 | ||
| Top 5 holdings | ||||
Biggest positions |
|
| ||
Quick answers
Is WhiteOak Capital Mid Cap better than HDFC Mid Cap?
WhiteOak Capital Mid Cap currently edges it with a Smart Score of 77/100 vs 77/100. WhiteOak Capital Mid Cap has the stronger risk-adjusted profile (Sortino 1.51 vs 1.26), 3-year returns of 24.0% vs 20.5%, and an expense ratio of 0.99% vs 0.75%. Scores are relative to all Mid Cap peers and refresh with every data update.
Which is cheaper — WhiteOak Capital Mid Cap or HDFC Mid Cap?
HDFC Mid Cap 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), WhiteOak Capital Mid Cap leads with 1.51 vs 1.26. Sharpe ratios: WhiteOak Capital Mid Cap 1.12, HDFC Mid Cap 1.03.