Edelweiss Mid Cap Fund vs WhiteOak Capital Mid Cap Fund
Edelweiss Mid Cap Fund (Direct) and WhiteOak Capital Mid Cap Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Mid Cap Fund schemes — see the best mid cap mutual funds for the full ranking.
Head to head
NAVs as of 08 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 08 Sep 2022 – 08 Oct 2026, limited by WhiteOak Capital Mid Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Edelweiss Mid Cap Fund | WhiteOak Capital Mid Cap Fund | Nifty Midcap 150 TRI |
|---|---|---|---|
| 08 Sep 2022 | ₹100.00 | ₹100.00 | ₹100.00 |
| 10 Jan 2023 | ₹96.53 | ₹100.05 | ₹98.89 |
| 15 May 2023 | ₹101.51 | ₹103.52 | ₹102.36 |
| 16 Sep 2023 | ₹119.92 | ₹128.27 | ₹127.52 |
| 18 Jan 2024 | ₹138.61 | ₹146.90 | ₹146.31 |
| 21 May 2024 | ₹159.01 | ₹163.25 | ₹163.59 |
| 23 Sep 2024 | ₹195.76 | ₹196.54 | ₹189.41 |
| 25 Jan 2025 | ₹177.32 | ₹179.00 | ₹166.90 |
| 29 May 2025 | ₹188.33 | ₹191.26 | ₹179.72 |
| 30 Sep 2025 | ₹190.66 | ₹198.46 | ₹179.16 |
| 02 Feb 2026 | ₹194.37 | ₹200.05 | ₹181.46 |
| 06 Jun 2026 | ₹202.79 | ₹216.98 | ₹190.51 |
| 08 Oct 2026 | ₹198.59 | ₹219.79 | ₹182.86 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 57 stocks only in Edelweiss Mid Cap Fund
- 40 stocks in both — 35.2% of each portfolio by weight
- 91 stocks only in WhiteOak Capital Mid Cap Fund
The more the circles overlap, the more the funds hold the same stocks.
Edelweiss Mid Cap Fund and WhiteOak Capital Mid Cap Fund share 35% of their equity book by weight.
Shared holdings — Edelweiss Mid Cap Fund vs WhiteOak Capital Mid Cap Fund
| Stock | Edelweiss Mid Cap Fund | WhiteOak Capital Mid Cap Fund | |
|---|---|---|---|
| The Federal Bank Ltd. | 3.91% | 3.04% | 3.04% |
| Coforge Ltd. | 2.29% | 3.33% | 2.29% |
| Fortis Healthcare Ltd. | 2.00% | 2.14% | 2.00% |
| Marico Ltd. | 2.04% | 1.74% | 1.74% |
| IPCA Laboratories Ltd. | 1.91% | 1.57% | 1.57% |
| The Phoenix Mills Ltd. | 1.44% | 2.21% | 1.44% |
| Bharat Heavy Electricals Ltd. | 1.42% | 2.16% | 1.42% |
| PB Fintech Ltd. | 1.32% | 3.01% | 1.32% |
| Max Financial Services Ltd. | 1.22% | 3.56% | 1.22% |
| Max Healthcare Institute Ltd. | 1.31% | 1.21% | 1.21% |
| Persistent Systems Ltd. | 2.14% | 1.17% | 1.17% |
| Ajanta Pharma Ltd. | 1.10% | 1.28% | 1.10% |
| Multi Commodity Exchange Of India Ltd. | 2.82% | 1.09% | 1.09% |
| Jindal Stainless Ltd. | 1.12% | 1.03% | 1.03% |
| Vishal Mega Mart Ltd | 0.91% | 2.21% | 0.91% |
25 more stocks in common. 40 shared of 97 / 131 positions. Weights are shown as a share of each fund's equity book.
| Metric | Edelweiss · Direct NAV ₹120.47 Very High risk ★★★★★ | WhiteOak Capital · Direct NAV ₹22.15 Very High risk ★★★★★ | Category median Mid Cap Fund · 34 funds |
|---|---|---|---|
| +1.88% | +8.28%Best in row | +2.22% | |
| +18.79% | +19.74%Best in row | +15.03% | |
| +16.14% | — | +13.51% | |
| +19.35% | +21.28% | +17.51% | |
| +16.32% | +18.07%Best in row | — | |
| +22.68% | +25.45%Best in row | +20.11% | |
| +23.49% | — | +19.00% | |
| Risk | |||
| 16.70% | 16.02%Best in row | 16.23% | |
| 0.74 | 0.83Best in row | 0.54 | |
| 1.00 | 1.13Best in row | 0.73 | |
| -39.21% | -19.33% | -32.95% | |
| +5.01% | +6.12%Best in row | +2.15% | |
| 0.96 | 0.91 | 0.95 | |
| 106.9% | 107.4% | 98.6% | |
| 87.0% | 83.7%Best in row | 89.7% | |
| 0.68%Best in row | 0.92% | 0.94% | |
| ₹19,084Cr | ₹7,096Cr | ₹7,559Cr | |
| Up to 1.00% | None | — | |
| ₹100 | ₹500 | — | |
| 37% | 240% | 63% | |
| Trideep Bhattacharya · 5y | Dheeresh Pathak · 2.5y | — | |
| 28 Nov 2016 | 08 Sep 2022 | — | |
| 98 | 131 | — | |
| 22.3% | 23.7% | — | |
| 4.7% | 6.2% | — | |
5 rows carry the same value for every fund — show
- 10Y return (CAGR)
- —
- 10Y rolling avg
- —
- Benchmark
- Nifty Midcap 150 TRI
- Lock-in
- None
- Min SIP
- ₹100
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Edelweiss Mid Cap Fund or WhiteOak Capital Mid Cap Fund?
Over the last 3 years, WhiteOak Capital Mid Cap Fund returned +19.74% CAGR against Edelweiss Mid Cap Fund's +18.79%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Edelweiss Mid Cap Fund or WhiteOak Capital Mid Cap Fund?
Edelweiss Mid Cap Fund has the lower expense ratio: Edelweiss Mid Cap Fund charges 0.68% a year against WhiteOak Capital Mid Cap Fund's 0.92%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Edelweiss Mid Cap Fund or WhiteOak Capital Mid Cap Fund?
Edelweiss Mid Cap Fund has shown higher volatility (+16.70% annualized vs WhiteOak Capital Mid Cap Fund's +16.02%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Edelweiss Mid Cap Fund -20.06% vs WhiteOak Capital Mid Cap Fund -19.33%.
Which fund manages more money — Edelweiss Mid Cap Fund or WhiteOak Capital Mid Cap Fund?
Edelweiss Mid Cap Fund is the larger fund: Edelweiss Mid Cap Fund manages ₹19,084Cr against WhiteOak Capital Mid Cap Fund's ₹7,096Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Edelweiss Mid Cap Fund and WhiteOak Capital Mid Cap Fund in the same category?
Yes — both are Mid Cap Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.