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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | WhiteOak Capital Mid Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | WhiteOak Capital MF | HDFC MF |
| Category | Equity - Mid Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹21.98 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | BSE 150 MidCap - TRI | BSE Health Care - TRI |
| Fund Manager | Ramesh Mantri | Nikhil Mathur |
| Inception | 07 Sep 2022 | 04 Oct 2023 |
| Returns | ||
| 1Y | 4.52% | 22.64% |
| 3Y | 20.63% | 30.41% |
| 5Y | — | — |
| Since Inception | 21.15% | 29.15% |
| Risk | ||
| 16.17 | 14.07 | |
| 1.06 | 0.59 | |
| 0.88 | 1.59 | |
| 13.76 | 21.67 | |
| 1.70 | 3.48 | |
| -12.47% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.95% | 1.03% |
| Exit Load | NIL | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹100 | ₹100 |
| Min Lumpsum | ₹500 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
WhiteOak Capi…99%
HDFC MF99%
1.3%Only 1.3% of holdings by weight are common between WhiteOak Capital MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingWhiteOak Capital MFHDFC MF
Ipca Laboratories Ltd.1.33%2.98%
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