Compare LIC MF Midcap Fund vs WhiteOak Capital Mid Cap Fund
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹200
₹100
Expense Ratio
2.44
2.35
NAV
₹32.50
₹21.27
Fund Started
05 Jan 2017
16 Aug 2022
Fund Size
₹300.89 Cr
₹4490.64 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
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1 Year
7.32%
15.55%
3 Year
20.11%
25.92%
5 Year
14.95%
-
Equity
94.93%
96.84%
Cash
5.07%
-10.30%
Top 10 Holdings
The Federal Bank Ltd. | 3.10% |
UNO Minda Ltd. | 2.87% |
Bharat Electronics Ltd. | 2.31% |
Hitachi Energy India Ltd. | 2.23% |
Shakti Pumps (India) Ltd. | 2.20% |
SRF Ltd. | 2.16% |
APL Apollo Tubes Ltd. | 2.09% |
Schaeffler India Ltd. | 2.07% |
Aurobindo Pharma Ltd. | 1.95% |
Persistent Systems Ltd. | 1.89% |
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 provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap 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
05 Jan 2017
16 Aug 2022