WhiteOak Capital Mid Cap Fund vs HSBC Midcap Fund
WhiteOak Capital Mid Cap Fund (Direct) and HSBC Midcap 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 28 Nov 2022 – 20 Aug 2026, limited by HSBC Midcap 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 | WhiteOak Capital Mid Cap Fund | HSBC Midcap Fund | Nifty Midcap 150 |
|---|---|---|---|
| 28 Nov 2022 | ₹100.00 | ₹100.00 | ₹100.00 |
| 21 Mar 2023 | ₹92.80 | ₹95.53 | ₹94.03 |
| 13 Jul 2023 | ₹114.18 | ₹110.34 | ₹112.44 |
| 03 Nov 2023 | ₹124.33 | ₹123.30 | ₹123.23 |
| 25 Feb 2024 | ₹152.20 | ₹151.22 | ₹150.92 |
| 17 Jun 2024 | ₹168.94 | ₹177.68 | ₹172.11 |
| 09 Oct 2024 | ₹188.42 | ₹196.53 | ₹182.26 |
| 30 Jan 2025 | ₹172.67 | ₹167.42 | ₹162.27 |
| 23 May 2025 | ₹184.41 | ₹179.25 | ₹173.58 |
| 14 Sep 2025 | ₹197.62 | ₹193.96 | ₹179.34 |
| 05 Jan 2026 | ₹206.11 | ₹198.07 | ₹187.56 |
| 29 Apr 2026 | ₹205.84 | ₹210.29 | ₹184.70 |
| 20 Aug 2026 | ₹230.07 | ₹233.87 | ₹194.49 |
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 →
WhiteOak Capital Mid Cap Fund and HSBC Midcap Fund share 24% of their equity book by weight.
Shared holdings — WhiteOak Capital Mid Cap Fund vs HSBC Midcap Fund
| Stock | WhiteOak Capital Mid Cap Fund | HSBC Midcap Fund | |
|---|---|---|---|
| The Federal Bank Ltd | 3.27% | 4.25% | 3.27% |
| PB Fintech Ltd | 2.73% | 3.80% | 2.73% |
| Lenskart Solutions Ltd. | 1.70% | 3.88% | 1.70% |
| Ipca Laboratories Ltd | 1.50% | 1.71% | 1.50% |
| Hitachi Energy India Ltd | 1.48% | 2.56% | 1.48% |
| GE T&D India Ltd | 1.44% | 4.02% | 1.44% |
| Bharat Heavy Electricals Ltd | 2.38% | 1.43% | 1.43% |
| FSN E-Commerce Ventures Ltd | 1.10% | 4.72% | 1.10% |
| Aditya Birla Capital Ltd | 1.07% | 1.65% | 1.07% |
| Indian Bank | 0.85% | 1.95% | 0.85% |
| Billionbrains Garage Ventures Ltd. | 0.78% | 3.31% | 0.78% |
| Aditya Infotech Ltd. | 0.70% | 3.58% | 0.70% |
| Nippon Life India Asset Management Ltd | 0.70% | 2.41% | 0.70% |
| Navin Fluorine International Ltd | 0.65% | 1.13% | 0.65% |
| Mankind Pharma Ltd. | 0.62% | 2.50% | 0.62% |
21 more stocks in common. 36 shared of 125 / 81 positions. Weights are shown as a share of each fund's equity book.
| Metric | WhiteOak Capital · Direct NAV ₹23.78 Very High risk ★★★★★ | HSBC · Direct NAV ₹542.11 Very High risk ★★★★☆ | Category median Mid Cap Fund · 34 funds |
|---|---|---|---|
| +16.61% | +21.43%Best in row | +9.87% | |
| +24.58% | +26.45%Best in row | +19.74% | |
| +24.29% | +25.61%Best in row | +19.29% | |
| +23.26% | +24.09%Best in row | — | |
| +26.65%Best in row | +26.34% | +20.53% | |
| Risk | |||
| 15.90%Best in row | 18.55% | 16.20% | |
| 1.14Best in row | 1.07 | 0.83 | |
| 1.56Best in row | 1.45 | 1.14 | |
| -19.33%Best in row | -25.96% | -32.95% | |
| +6.43% | +7.31%Best in row | +2.33% | |
| 0.90 | 1.03 | 0.94 | |
| 107.6% | 116.4%Best in row | 98.4% | |
| 81.9%Best in row | 88.2% | 87.8% | |
| 0.98%Best in row | 1.20% | 0.97% | |
| ₹5,514Cr | ₹13,701Cr | ₹7,594Cr | |
| ₹100 | ₹500 | — | |
| ₹500 | ₹5.00K | — | |
| 235% | 7% | 40% | |
| Dheeresh Pathak · 2.4y | Mayank Chaturvedi | — | |
| 08 Sep 2022 | 28 Nov 2022 | — | |
| 125 | 81 | — | |
| 21.8% | 37.0% | — | |
| 1.8% | 1.1% | — | |
7 rows carry the same value for every fund — show
- 5Y return (CAGR)
- —
- 10Y return (CAGR)
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- 5Y rolling avg
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- 10Y rolling avg
- —
- Benchmark
- Nifty Midcap 150
- Exit load
- Up to 1.00%
- Lock-in
- None
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 — WhiteOak Capital Mid Cap Fund or HSBC Midcap Fund?
Over the last 3 years, HSBC Midcap Fund returned +26.45% CAGR against WhiteOak Capital Mid Cap Fund's +24.58%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — WhiteOak Capital Mid Cap Fund or HSBC Midcap Fund?
WhiteOak Capital Mid Cap Fund has the lower expense ratio: WhiteOak Capital Mid Cap Fund charges 0.98% a year against HSBC Midcap Fund's 1.20%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — WhiteOak Capital Mid Cap Fund or HSBC Midcap Fund?
HSBC Midcap Fund has shown higher volatility (+18.55% 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: WhiteOak Capital Mid Cap Fund -19.33% vs HSBC Midcap Fund -25.96%.
Which fund manages more money — WhiteOak Capital Mid Cap Fund or HSBC Midcap Fund?
HSBC Midcap Fund is the larger fund: WhiteOak Capital Mid Cap Fund manages ₹5,514Cr against HSBC Midcap Fund's ₹13,701Cr 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 WhiteOak Capital Mid Cap Fund and HSBC Midcap 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.