Compare Mutual Funds

Insights from Fund Comparison

• Both Edelweiss Mid Cap Fund (G) and WhiteOak Capital Mid Cap Fund (G) are Mid Cap Fund, Equity schemes. Edelweiss Mid Cap Fund (G) is 18 yrs 7 m old and manages ₹15,910.69 Crs, whereas WhiteOak Capital Mid Cap Fund (G) is 3 yrs 9 m old with ₹5,293.04 Crs.
• Edelweiss Mid Cap Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Edelweiss Mid Cap Fund (G) has its top 3 sectors in Banks (10.32%), Finance (7.33%), and Capital Goods - Electrical Equipment (6.21%), while WhiteOak Capital Mid Cap Fund (G) focuses on Pharmaceuticals (9.49%), Capital Goods - Electrical Equipment (7.38%), and Realty (6.28%).
• The funds share exposure to Capital Goods - Electrical Equipment, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Edelweiss Mid Cap Fund (G) holds Clearing Corporation of India Ltd. (3.85%), Multi Commodity Exchange Of India Ltd. (3.03%), BSE Ltd. (2.94%), The Federal Bank Ltd. (2.90%), and Fortis Healthcare Ltd. (2.23%), whereas WhiteOak Capital Mid Cap Fund (G) holds Clearing Corporation of India Ltd (6.02%), The Phoenix Mills Limited (3.14%), Max Financial Services Limited (3.03%), Bharti Hexacom Limited (2.75%), and Fortis Healthcare Limited (2.62%).
• The funds share exposure to Clearing Corporation of India Ltd., which makes their performance partly correlated. However, the unique holdings like Multi Commodity Exchange Of India Ltd. in Edelweiss Mid Cap Fund (G) and The Phoenix Mills Limited in WhiteOak Capital Mid Cap Fund (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, Edelweiss Mid Cap Fund (G) has 96.05% equity and 0.00% debt, while WhiteOak Capital Mid Cap Fund (G) has 85.47% equity and 5.15% debt.
• Edelweiss Mid Cap Fund (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Edelweiss Mid Cap Fund (G) outperformed WhiteOak Capital Mid Cap Fund (G) in 1 Year (returns: 6.01% ) but underperformed in 3 Months, 6 Months, 3 Years, 5 Years (returns: 2.23%, 0.53%, 22.80%, 19.17%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.