Compare Mahindra Manulife Mid Cap Fund vs WhiteOak Capital Mid Cap Fund
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.03
1.86
NAV
₹35.25
₹20.63
Fund Started
08 Jan 2018
16 Aug 2022
Fund Size
₹4687.67 Cr
₹5293.04 Cr
Exit Load
Exit load of 1% if redeemed within 3 months.
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1 Year
7.86%
10.03%
3 Year
22.46%
23.68%
5 Year
18.53%
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Equity
96.86%
96.93%
Cash
3.11%
-7.14%
Top 10 Holdings
Indusind Bank Ltd. | 3.10% |
The Federal Bank Ltd. | 2.93% |
Glenmark Pharmaceuticals Ltd. | 2.91% |
JSW Energy Ltd. | 2.52% |
Nippon Life India Asset Management Ltd. | 2.51% |
Kei Industries Ltd. | 2.50% |
Bharat Heavy Electricals Ltd. | 2.48% |
Max Financial Services Ltd. | 2.29% |
AIA Engineering Ltd. | 2.28% |
Tube Investments Of India Ltd. | 2.25% |
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 generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in 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
08 Jan 2018
16 Aug 2022
