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
1.48
2.26
NAV
₹171.83
₹23.11
Fund Started
12 Feb 2007
16 Aug 2022
Fund Size
₹67611.00 Cr
₹6932.99 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
-
1 Year
7.62%
12.80%
3 Year
19.59%
22.33%
5 Year
17.52%
-
Equity
98.11%
86.58%
Cash
1.89%
3.32%
Top 10 Holdings
Fortis Healthcare Ltd. | 3.98% |
Ipca Laboratories Ltd. | 3.11% |
Vishal Mega Mart Ltd. | 3.06% |
GE Vernova T&D India Ltd | 2.84% |
Kei Industries Ltd. | 2.80% |
L&T Finance Ltd. | 2.78% |
The Federal Bank Ltd. | 2.56% |
Mphasis Ltd. | 2.54% |
Bank of Maharashtra | 2.32% |
Solar Industries India Ltd. | 2.25% |
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 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
