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WhiteOak Capital Mid Cap Fund vs HSBC Midcap Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • WhiteOak Capital Mid Cap Fund
  • HSBC Midcap Fund
WhiteOak Capital Mid Cap Fund compared with HSBC Midcap Fund
FundWhiteOak Capital Mutual FundWhiteOak Capital Mid Cap FundMid Cap Fund · Direct planNAV ₹23.43HSBC Mutual FundHSBC Midcap FundMid Cap Fund · Direct planNAV ₹542.16
Returns
1 year13%18.7% (best of these funds)
3 yearsa year22.1%24.2% (best of these funds)
Risk
Volatilitya year15.9% (best of these funds)18.6%
Worst fall−19.3% (best of these funds)−26%
Best year61.9%68.3% (best of these funds)
Worst year1.3% (best of these funds)-6%
Years in gain100% (best of these funds)94%
Cost and size
Expense ratio0.95% (best of these funds)1.22%
Fund size₹7,485 Cr₹17,188 Cr
Minimum SIP₹100 (best of these funds)₹500
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.