ICICI Prudential MidCap Fund vs WhiteOak Capital Mid Cap Fund
ICICI Prudential MidCap 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 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 08 Sep 2022 – 20 Aug 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 | ICICI Prudential MidCap Fund | WhiteOak Capital Mid Cap Fund | Nifty Midcap 150 |
|---|---|---|---|
| 08 Sep 2022 | ₹100.00 | ₹100.00 | ₹100.00 |
| 06 Jan 2023 | ₹99.63 | ₹99.58 | ₹98.09 |
| 06 May 2023 | ₹98.21 | ₹102.07 | ₹99.88 |
| 04 Sep 2023 | ₹115.54 | ₹126.37 | ₹123.63 |
| 02 Jan 2024 | ₹134.43 | ₹144.64 | ₹141.95 |
| 01 May 2024 | ₹152.23 | ₹159.81 | ₹156.39 |
| 29 Aug 2024 | ₹175.07 | ₹188.76 | ₹179.97 |
| 27 Dec 2024 | ₹172.15 | ₹195.76 | ₹174.42 |
| 26 Apr 2025 | ₹158.33 | ₹177.37 | ₹163.03 |
| 25 Aug 2025 | ₹181.56 | ₹202.05 | ₹177.41 |
| 23 Dec 2025 | ₹191.60 | ₹211.35 | ₹185.03 |
| 22 Apr 2026 | ₹201.67 | ₹211.17 | ₹183.69 |
| 20 Aug 2026 | ₹212.66 | ₹235.94 | ₹193.60 |
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 →
ICICI Prudential MidCap Fund and WhiteOak Capital Mid Cap Fund share 21% of their equity book by weight.
Shared holdings — ICICI Prudential MidCap Fund vs WhiteOak Capital Mid Cap Fund
| Stock | ICICI Prudential MidCap Fund | WhiteOak Capital Mid Cap Fund | |
|---|---|---|---|
| PB Fintech Ltd | 2.99% | 2.73% | 2.73% |
| Muthoot Finance Ltd | 3.22% | 1.65% | 1.65% |
| IIFL Wealth Management Ltd | 1.59% | 1.69% | 1.59% |
| Hitachi Energy India Ltd | 2.10% | 1.48% | 1.48% |
| Bharti Hexacom Ltd. | 1.45% | 3.35% | 1.45% |
| GE T&D India Ltd | 2.31% | 1.44% | 1.44% |
| Sona BLW Precision Forgings Ltd | 1.46% | 1.22% | 1.22% |
| Godrej Properties Ltd | 1.80% | 1.17% | 1.17% |
| Cummins India Ltd | 2.19% | 1.06% | 1.06% |
| Lenskart Solutions Ltd. | 0.91% | 1.70% | 0.91% |
| National Aluminium Company Ltd | 0.91% | 1.61% | 0.91% |
| Hindustan Petroleum Corporation Ltd | 3.74% | 0.86% | 0.86% |
| Coromandel International Ltd | 0.72% | 1.01% | 0.72% |
| Jindal Stainless Ltd | 2.80% | 0.71% | 0.71% |
| Nippon Life India Asset Management Ltd | 2.49% | 0.70% | 0.70% |
8 more stocks in common. 23 shared of 80 / 125 positions. Weights are shown as a share of each fund's equity book.
| Metric | ICICI Prudential · Direct NAV ₹393.27 Very High risk ★★★☆☆ | WhiteOak Capital · Direct NAV ₹23.78 Very High risk ★★★★★ | Category median Mid Cap Fund · 34 funds |
|---|---|---|---|
| +16.71%Best in row | +16.61% | +9.87% | |
| +24.41% | +24.58%Best in row | +19.74% | |
| +19.53% | — | +17.84% | |
| +17.57% | — | +17.01% | |
| +19.56% | +24.29%Best in row | +19.29% | |
| +20.96% | +23.26%Best in row | — | |
| +19.37% | +26.65%Best in row | +20.53% | |
| +18.04% | — | +19.07% | |
| +18.49% | — | +18.49% | |
| Risk | |||
| 17.72% | 15.90%Best in row | 16.20% | |
| 1.01 | 1.14Best in row | 0.83 | |
| 1.38 | 1.56Best in row | 1.14 | |
| -44.04% | -19.33%Best in row | -32.95% | |
| +5.50% | +6.43%Best in row | +2.33% | |
| 1.00 | 0.90 | 0.94 | |
| 108.2% | 107.6% | 98.4% | |
| 83.6% | 81.9%Best in row | 87.8% | |
| 1.11% | 0.98%Best in row | 0.97% | |
| ₹7,594Cr | ₹5,514Cr | ₹7,594Cr | |
| ₹5.00K | ₹500 | — | |
| 75% | 235% | 40% | |
| Lalit Kumar | Dheeresh Pathak · 2.4y | — | |
| 02 Jan 2013 | 08 Sep 2022 | — | |
| 80 | 125 | — | |
| 38.0% | 21.8% | — | |
| 2.1% | 1.8% | — | |
4 rows carry the same value for every fund — show
- Benchmark
- Nifty Midcap 150
- Exit load
- Up to 1.00%
- 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 — ICICI Prudential MidCap Fund or WhiteOak Capital Mid Cap Fund?
Over the last 3 years, WhiteOak Capital Mid Cap Fund returned +24.58% CAGR against ICICI Prudential MidCap Fund's +24.41%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — ICICI Prudential MidCap Fund or WhiteOak Capital Mid Cap Fund?
WhiteOak Capital Mid Cap Fund has the lower expense ratio: ICICI Prudential MidCap Fund charges 1.11% a year against WhiteOak Capital Mid Cap Fund's 0.98%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — ICICI Prudential MidCap Fund or WhiteOak Capital Mid Cap Fund?
ICICI Prudential MidCap Fund has shown higher volatility (+17.72% annualized vs WhiteOak Capital Mid Cap Fund's +15.90%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: ICICI Prudential MidCap Fund -21.27% vs WhiteOak Capital Mid Cap Fund -19.33%.
Which fund manages more money — ICICI Prudential MidCap Fund or WhiteOak Capital Mid Cap Fund?
ICICI Prudential MidCap Fund is the larger fund: ICICI Prudential MidCap Fund manages ₹7,594Cr against WhiteOak Capital Mid Cap Fund's ₹5,514Cr 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 ICICI Prudential MidCap 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.