Compare HSBC Midcap Fund vs WhiteOak Capital Mid Cap Fund
HSBC Midcap Fund
EquityMid Cap
WhiteOak Capital Mid Cap Fund
EquityMid Cap
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.16
2.23
NAV
₹511.24
₹22.43
Fund Started
25 Jun 2004
16 Aug 2022
Fund Size
₹16799.59 Cr
₹8399.71 Cr
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
-
1 Year
10.49%
5.77%
3 Year
20.02%
18.12%
5 Year
15.04%
-
Equity
99.20%
86.50%
Cash
0.82%
2.99%
Top 10 Holdings
Name | Assets |
|---|---|
Lenskart Solutions Ltd. | 5.08% |
Meesho Ltd. | 5.04% |
The Federal Bank Ltd. | 3.90% |
Aditya Infotech Ltd. | 3.64% |
Piramal Finance Ltd. | 3.56% |
FSN E-Commerce Ventures Ltd. | 3.38% |
Apar Industries Ltd. | 3.16% |
GE Vernova T&D India Ltd | 3.09% |
Ather Energy Ltd. | 3.03% |
Dhoot Transmission Ltd. | 2.91% |
Name | Assets |
|---|---|
Bharti Hexacom Ltd. | 2.49% |
Coforge Ltd. | 2.45% |
The Federal Bank Ltd. | 2.24% |
Max Financial Services Ltd. | 2.23% |
Laurus Labs Ltd. | 1.97% |
Motilal Oswal Financial Services Ltd. | 1.84% |
Vishal Mega Mart Ltd. | 1.76% |
The Phoenix Mills Ltd. | 1.75% |
Info Edge (India) Ltd. | 1.68% |
Bharat Heavy Electricals Ltd. | 1.67% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly 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
25 Jun 2004
16 Aug 2022
