Compare Kotak 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
1.68
2.57
NAV
₹139.14
₹20.13
Fund Started
12 Feb 2007
16 Aug 2022
Fund Size
₹55675.98 Cr
₹4490.64 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit load of 1%, if redeemed within 1 month.
1 Year
15.63%
17.06%
3 Year
22.49%
26.87%
5 Year
19.64%
-
Equity
99.42%
96.84%
Cash
0.58%
-10.30%
Top 10 Holdings
GE Vernova T&D India Ltd | 5.33% |
Fortis Healthcare Ltd. | 3.97% |
Ipca Laboratories Ltd. | 3.45% |
Mphasis Ltd. | 2.93% |
Kei Industries Ltd. | 2.66% |
Indian Bank | 2.65% |
Bharat Electronics Ltd. | 2.42% |
JK Cement Ltd. | 2.21% |
Solar Industries India Ltd. | 2.14% |
Vishal Mega Mart Ltd. | 2.10% |
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 generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid 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
12 Feb 2007
16 Aug 2022
