Compare UTI Mid Cap Fund vs WhiteOak Capital Mid Cap Fund
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.77
1.68
NAV
₹298.14
₹20.00
Fund Started
01 Aug 2005
16 Aug 2022
Fund Size
₹10481.86 Cr
₹4490.64 Cr
Exit Load
Exit load of 1% if redeemed less than 1 year
Exit load of 1%, if redeemed within 1 month.
1 Year
10.38%
18.30%
3 Year
17.71%
26.45%
5 Year
15.59%
-
Equity
98.19%
96.84%
Cash
1.79%
-10.30%
Top 10 Holdings
PB Fintech Ltd. | 2.32% |
Max Financial Services Ltd. | 2.20% |
Tube Investments Of India Ltd. | 2.11% |
Polycab India Ltd. | 2.10% |
APL Apollo Tubes Ltd. | 2.08% |
Ajanta Pharma Ltd. | 2.05% |
Persistent Systems Ltd. | 2.02% |
Hero Motocorp Ltd. | 1.93% |
Coforge Ltd. | 1.91% |
The Federal Bank Ltd. | 1.91% |
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 to generate long term capital appreciation by investing predominantly in equity and equity related securities of 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
01 Aug 2005
16 Aug 2022
