Compare Axis Midcap Fund vs WhiteOak Capital Mid Cap Fund
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.58
1.68
NAV
₹114.20
₹20.00
Fund Started
31 Jan 2011
16 Aug 2022
Fund Size
₹28834.54 Cr
₹4490.64 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 1 month.
1 Year
11.97%
18.45%
3 Year
20.09%
26.50%
5 Year
15.95%
-
Equity
90.74%
96.84%
Cash
-2.04%
-10.30%
Top 10 Holdings
Nifty 50 | 3.83% |
The Federal Bank Ltd. | 3.82% |
Fortis Healthcare Ltd. | 3.43% |
Multi Commodity Exchange Of India Ltd. | 2.96% |
GE Vernova T&D India Ltd | 2.50% |
Schaeffler India Ltd. | 2.25% |
Ipca Laboratories Ltd. | 2.11% |
The Indian Hotels Company Ltd. | 2.04% |
Coromandel International Ltd. | 1.88% |
The Phoenix Mills Ltd. | 1.87% |
Max Financial Services Ltd. | 3.44% |
Persistent Systems Ltd. | 3.34% |
The Phoenix Mills Ltd. | 3.18% |
The Federal Bank Ltd. | 3.00% |
Bharti Hexacom Ltd. | 2.92% |
Fortis Healthcare Ltd. | 2.86% |
PB Fintech Ltd. | 2.42% |
Info Edge (India) Ltd. | 2.37% |
Coforge Ltd. | 2.30% |
National Aluminium Company Ltd. | 2.08% |
Name
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Start Date
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Description
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.
Launch Date
31 Jan 2011
16 Aug 2022
