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 78/100 vs 74/100. WhiteOak Capital Mid Cap has the weaker risk-adjusted profile (Sortino 1.30 vs 1.64), 3-year returns of 21.6% vs —, and an expense ratio of 0.97% vs 1.00%. 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 | 12.8%BEST | 11.9% | ||
3Y return | 21.6%BEST | — | ||
5Y return | — | — | ||
Since launch | 22.6% | 24.8%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +7.9%BEST | +7.1% | ||
3Y vs index | +6.6%BEST | — | ||
5Y vs index | — | — | ||
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | ||
| Risk | ||||
Sharpe ratio | 1.03 | 1.13BEST | ||
Sortino ratio | 1.30 | 1.64BEST | ||
Std deviation | 16.94 | 16.16BEST | ||
Alpha | 5.71 | 7.58BEST | ||
Beta | 0.89 | 0.94 | ||
| Cost & size | ||||
Expense ratio | 0.97%BEST | 1.00% | ||
Fund size | ₹7.5k CrBEST | ₹2.2k Cr | ||
Portfolio P/E | 31.94BEST | 47.42 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | — | ||
Morningstar | ★★★★★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 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is WhiteOak Capital Mid Cap better than Helios Mid Cap?
WhiteOak Capital Mid Cap currently edges it with a Smart Score of 78/100 vs 74/100. WhiteOak Capital Mid Cap has the weaker risk-adjusted profile (Sortino 1.30 vs 1.64), 3-year returns of 21.6% vs —, and an expense ratio of 0.97% vs 1.00%. 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?
WhiteOak Capital Mid Cap has the lower expense ratio: 0.97% vs 1.00% (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 1.64 vs 1.30. Sharpe ratios: WhiteOak Capital Mid Cap 1.03, Helios Mid Cap 1.13.