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
2.26
NAV
₹42.19
₹23.22
Fund Started
08 Jan 2018
16 Aug 2022
Fund Size
₹5075.66 Cr
₹6932.99 Cr
Exit Load
Exit load of 1% if redeemed within 3 months.
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1 Year
8.86%
12.54%
3 Year
21.17%
22.72%
5 Year
18.03%
-
Equity
98.13%
86.58%
Cash
1.84%
3.32%
Top 10 Holdings
The Federal Bank Ltd. | 3.32% |
Indusind Bank Ltd. | 2.89% |
Nippon Life India Asset Management Ltd. | 2.67% |
L&T Finance Ltd. | 2.61% |
AIA Engineering Ltd. | 2.59% |
Kei Industries Ltd. | 2.58% |
JSW Energy Ltd. | 2.41% |
Bank of Maharashtra | 2.37% |
PB Fintech Ltd. | 2.33% |
Glenmark Pharmaceuticals Ltd. | 2.21% |
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 & 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
