Compare Tata Nifty Midcap 150 Momentum 50 Index Fund vs WhiteOak Capital Mid Cap Fund
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹150
₹100
Expense Ratio
0.98
2.45
NAV
₹17.57
₹20.05
Fund Started
04 Oct 2022
16 Aug 2022
Fund Size
₹1123.21 Cr
₹5293.04 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
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1 Year
2.57%
12.51%
3 Year
20.67%
25.03%
5 Year
-
-
Equity
100.23%
96.84%
Cash
-0.23%
-10.30%
Top 10 Holdings
BSE Ltd. | 5.70% |
Hero Motocorp Ltd. | 5.06% |
Cummins India Ltd. | 4.61% |
The Federal Bank Ltd. | 4.59% |
Muthoot Finance Ltd. | 4.53% |
AU Small Finance Bank Ltd. | 4.37% |
Ashok Leyland Ltd. | 3.28% |
L&T Finance Ltd. | 3.16% |
GE Vernova T&D India Ltd | 3.14% |
Max Financial Services Ltd. | 3.01% |
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 is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
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
04 Oct 2022
16 Aug 2022
