Compare WhiteOak Capital Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.83
1.7
NAV
₹13.21
₹34.27
Fund Started
01 Dec 2023
27 Sep 2019
Fund Size
₹1937.85 Cr
₹13995.29 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1%, if redeemed within 365 days.
1 Year
10.61%
17.04%
3 Year
-
26.13%
5 Year
-
21.21%
Equity
95.15%
98.86%
Cash
-4.63%
1.14%
Top 10 Holdings
ICICI Bank Ltd. | 5.98% |
HDFC Bank Ltd. | 3.70% |
Max Financial Services Ltd. | 2.46% |
Reliance Industries Ltd. | 2.30% |
Eternal Ltd. | 2.18% |
Persistent Systems Ltd. | 2.12% |
Nestle India Ltd. | 2.09% |
Bharti Hexacom Ltd. | 2.04% |
Bharat Electronics Ltd. | 1.98% |
The Federal Bank Ltd. | 1.98% |
Eternal Ltd. | 5.53% |
Muthoot Finance Ltd. | 5.49% |
Multi Commodity Exchange Of India Ltd. | 5.23% |
CG Power and Industrial Solutions Ltd. | 5.00% |
Waaree Energies Ltd. | 4.76% |
Shriram Finance Ltd | 4.60% |
PTC Industries Ltd. | 4.32% |
Bharat Electronics Ltd. | 4.32% |
Apar Industries Ltd. | 4.24% |
Billionbrains Garage Ventures Ltd. | 4.18% |
Name
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-
Start Date
-
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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