All comparisons
Head-to-head
WhiteOak Capital Mid Cap Fund - Direct Plan - Growth OptionvsJM Mid Cap Fund - Direct Plan - Growth Option
Side-by-side comparison of WhiteOak Capital Mid Cap Fund - Direct Plan - Growth Option and JM Mid Cap Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
mid cap
WhiteOak Capital Mid Cap Fund - Direct Plan - Growth Option
3Y ago₹1.85 L
5Y ago—
mid cap
JM Mid Cap Fund - Direct Plan - Growth Option
3Y ago₹1.71 L
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | WhiteOak Capital Mid Cap Fund -… | JM Mid Cap Fund - Direct Plan -… |
|---|---|---|
| Fund house | WhiteOak Capital Mutual Fund | JM Financial Mutual Fund |
| Category | Equity Schemes - Mid Cap Fund | Equity Schemes - Mid Cap Fund |
| Latest NAV | ₹23.628 | ₹22.76 |
| Assets managed (AUM) | — | — |
| 1Y return | 17.14% | 13.30% |
| 3Y CAGR | 22.87% | 19.54% |
| 5Y CAGR | — | — |
| Since inception CAGR | 23.81% | 24.21% |
| Bumpiness · 3Y (annualised σ) | 15.92 | 17.89 |
| Worst drop ever | -19.33% | -22.54% |
| Sharpe · 3Y (rf=6%) | 0.95 | 0.69 |
Explore each fund individually
WhiteOak Capital Mid Cap Fund - Direct Plan - Growth Option →JM Mid Cap Fund - Direct Plan - Growth Option →
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