Compare Tata Mid Cap Fund vs WhiteOak Capital Mid Cap Fund
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.86
2.66
NAV
₹446.61
₹20.11
Fund Started
15 Jun 1994
16 Aug 2022
Fund Size
₹4992.84 Cr
₹4490.64 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 1 month.
1 Year
11.72%
15.67%
3 Year
22.20%
26.81%
5 Year
18.15%
-
Equity
93.71%
96.84%
Cash
6.29%
-10.30%
Top 10 Holdings
Mankind Pharma Ltd. | 3.21% |
The Federal Bank Ltd. | 3.12% |
Indian Bank | 3.11% |
Max Financial Services Ltd. | 2.84% |
UPL Ltd. | 2.62% |
Indus Towers Ltd. | 2.60% |
Marico Ltd. | 2.58% |
Glenmark Pharmaceuticals Ltd. | 2.56% |
Indusind Bank Ltd. | 2.56% |
AU Small Finance Bank Ltd. | 2.53% |
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 income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.
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
15 Jun 1994
16 Aug 2022
