Compare JM Midcap Fund vs WhiteOak Capital Mid Cap Fund
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.18
1.86
NAV
₹19.93
₹20.63
Fund Started
31 Oct 2022
16 Aug 2022
Fund Size
₹1161.71 Cr
₹5293.04 Cr
Exit Load
Exit load of 1% if redeemed within 180 days.
-
1 Year
5.79%
10.03%
3 Year
22.07%
23.68%
5 Year
-
-
Equity
99.35%
96.93%
Cash
0.27%
-7.14%
Top 10 Holdings
Godfrey Phillips India Ltd. | 3.72% |
Bharat Forge Ltd. | 3.56% |
Tube Investments Of India Ltd. | 3.30% |
Marico Ltd. | 3.04% |
Glenmark Pharmaceuticals Ltd. | 3.03% |
JK Cement Ltd. | 2.84% |
Bank of Maharashtra | 2.81% |
Indian Bank | 2.71% |
BSE Ltd. | 2.66% |
Cummins India Ltd. | 2.58% |
The Phoenix Mills Ltd. | 3.38% |
Max Financial Services Ltd. | 3.11% |
Fortis Healthcare Ltd. | 2.82% |
Bharti Hexacom Ltd. | 2.82% |
The Federal Bank Ltd. | 2.82% |
PB Fintech Ltd. | 2.51% |
Persistent Systems Ltd. | 2.25% |
Hitachi Energy India Ltd. | 2.23% |
Kei Industries Ltd. | 2.13% |
Bharat Heavy Electricals Ltd. | 2.01% |
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. There is no assurance that the investment objective of the Scheme will be realized.
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 Oct 2022
16 Aug 2022
