WhiteOak Capital Mid Cap vs Helios 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 weaker risk-adjusted profile (Sortino 1.54 vs 1.83), 3-year returns of 24.5% vs —, and an expense ratio of 0.99% vs 0.78%. Scores are relative to all Mid Cap peers and refresh with every data update.
| Metric | 77 WhiteOak Capital Mid Cap WhiteOak Buy | 77 Helios Mid Cap Helios Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 14.0%BEST | 13.9% | |
3Y return ↑ higher is better | 24.5%BEST | — | |
5Y return ↑ higher is better | — | — | |
Since launch ↑ higher is better | 24.1% | 27.4%BEST | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +8.2%BEST | +8.1% | |
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 | 1.12 | 1.26BEST | |
Sortino ratio ↑ higher is better | 1.54 | 1.83BEST | |
Std deviation ↓ lower is better | 17.25 | 16.59BEST | |
Alpha ↑ higher is better | 4.34 | 5.90BEST | |
Beta ≈1 moves with the market | 0.89 | 0.93 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.99% | 0.78%BEST | |
Fund size ↑ higher is better | ₹6.2k CrBEST | ₹1.8k Cr | |
Portfolio P/E ↓ lower is better | 30.28BEST | 40.90 | |
| 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 | 07 Sept 2022 | 13 Mar 2025 | |
Quick answers
Is WhiteOak Capital Mid Cap better than Helios 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 weaker risk-adjusted profile (Sortino 1.54 vs 1.83), 3-year returns of 24.5% vs —, and an expense ratio of 0.99% vs 0.78%. Scores are relative to all Mid Cap peers and refresh with every data update.
Which is cheaper — WhiteOak Capital Mid Cap or Helios 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 1.83 vs 1.54. Sharpe ratios: WhiteOak Capital Mid Cap 1.12, Helios Mid Cap 1.26.