Compare WhiteOak Capital Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.02 | 1.7 |
NAV | ₹13.17 | ₹31.15 |
Fund Started | 01 Dec 2023 | 27 Sep 2019 |
Fund Size | ₹2072.01 Cr | ₹15055.38 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.02
1.7
NAV
₹13.17
₹31.15
Fund Started
01 Dec 2023
27 Sep 2019
Fund Size
₹2072.01 Cr
₹15055.38 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1%, if redeemed within 365 days.
1 Year | 8.79% | -3.68% |
3 Year | - | 22.64% |
5 Year | - | 20.16% |
1 Year
8.79%
-3.68%
3 Year
-
22.64%
5 Year
-
20.16%
Equity | 95.05% | 98.83% |
Cash | -5.01% | 0.53% |
Equity
95.05%
98.83%
Cash
-5.01%
0.53%
Top 10 Holdings |
|
|
Top 10 Holdings
ICICI Bank Ltd. | 5.73% |
HDFC Bank Ltd. | 5.03% |
Max Financial Services Ltd. | 2.43% |
Bharti Hexacom Ltd. | 2.41% |
Eternal Ltd. | 2.35% |
Persistent Systems Ltd. | 2.22% |
Muthoot Finance Ltd. | 2.20% |
Reliance Industries Ltd. | 2.18% |
Maruti Suzuki India Ltd. | 2.09% |
Mahindra & Mahindra Ltd. | 2.08% |
Eternal Ltd. | 5.59% |
Multi Commodity Exchange Of India Ltd. | 4.44% |
Muthoot Finance Ltd. | 4.40% |
One97 Communications Ltd. | 4.27% |
Bajaj Finance Ltd. | 4.16% |
PTC Industries Ltd. | 4.16% |
Bharat Electronics Ltd. | 3.81% |
Waaree Energies Ltd. | 3.71% |
TVS Motor Company Ltd. | 3.71% |
Billionbrains Garage Ventures Ltd. | 3.50% |
Name | - | - |
Start Date | - | - |
Name
-
-
Start Date
-
-
Description | The scheme seeks to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 01 Dec 2023 | 27 Sep 2019 |
Description
The scheme seeks to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
01 Dec 2023
27 Sep 2019