Compare HDFC NIFTY Midcap 150 Index Fund vs WhiteOak Capital Mid Cap Fund
HDFC NIFTY Midcap 150 Index Fund
WhiteOak Capital Mid Cap Fund
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
0.83
2.26
NAV
₹19.67
₹23.07
Fund Started
06 Apr 2023
16 Aug 2022
Fund Size
₹650.60 Cr
₹6932.99 Cr
Exit Load
-
-
1 Year
6.62%
13.49%
3 Year
17.49%
21.91%
5 Year
-
-
Equity
100.05%
86.58%
Cash
-0.05%
3.32%
Top 10 Holdings
BSE Ltd. | 3.87% |
The Federal Bank Ltd. | 1.99% |
Multi Commodity Exchange Of India Ltd. | 1.77% |
Suzlon Energy Ltd. | 1.75% |
Hero Motocorp Ltd. | 1.52% |
GE Vernova T&D India Ltd | 1.50% |
Indusind Bank Ltd. | 1.49% |
Bharat Heavy Electricals Ltd. | 1.48% |
Laurus Labs Ltd. | 1.45% |
Lupin Ltd. | 1.44% |
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
-
-
Description
The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Midcap 150 Index, subject to tracking error.
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
06 Apr 2023
16 Aug 2022
