Compare HDFC Mid Cap Fund vs WhiteOak Capital Mid Cap Fund
HDFC Mid Cap Fund
WhiteOak Capital Mid Cap Fund
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.31
2.26
NAV
₹232.75
₹23.07
Fund Started
07 May 2007
16 Aug 2022
Fund Size
₹100858.31 Cr
₹6932.99 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
-
1 Year
7.73%
13.49%
3 Year
18.97%
21.91%
5 Year
19.61%
-
Equity
92.06%
86.58%
Cash
7.94%
3.32%
Top 10 Holdings
The Federal Bank Ltd. | 4.18% |
Max Financial Services Ltd. | 4.10% |
AU Small Finance Bank Ltd. | 4.08% |
Balkrishna Industries Ltd. | 3.10% |
Fortis Healthcare Ltd. | 3.07% |
Ipca Laboratories Ltd. | 3.05% |
Indian Bank | 2.98% |
Glenmark Pharmaceuticals Ltd. | 2.93% |
Vishal Mega Mart Ltd. | 2.64% |
Cummins India Ltd. | 2.52% |
The Phoenix Mills Ltd. | 2.85% |
Max Financial Services Ltd. | 2.79% |
Bharti Hexacom Ltd. | 2.53% |
The Federal Bank Ltd. | 2.47% |
Fortis Healthcare Ltd. | 2.23% |
PB Fintech Ltd. | 2.06% |
Laurus Labs Ltd. | 2.02% |
Bharat Heavy Electricals Ltd. | 1.80% |
Coforge Ltd. | 1.58% |
Persistent Systems Ltd. | 1.57% |
Name
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Start Date
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Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in 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
07 May 2007
16 Aug 2022
