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
2.05
2.11
NAV
₹13.65
₹38.72
Fund Started
01 Dec 2023
27 Sep 2019
Fund Size
₹2180.32 Cr
₹16776.57 Cr
Exit Load
-
Exit load of 1%, if redeemed within 365 days.
1 Year
2.28%
4.66%
3 Year
-
24.03%
5 Year
-
19.56%
Equity
95.27%
97.38%
Cash
-2.49%
2.62%
Top 10 Holdings
ICICI Bank Ltd. | 5.76% |
HDFC Bank Ltd. | 4.70% |
Nestle India Ltd. | 3.27% |
Max Financial Services Ltd. | 2.32% |
Reliance Industries Ltd. | 2.18% |
The Phoenix Mills Ltd. | 2.08% |
Bharti Airtel Ltd. | 2.01% |
Eternal Ltd. | 1.99% |
The Federal Bank Ltd. | 1.94% |
Bharat Electronics Ltd. | 1.89% |
Multi Commodity Exchange Of India Ltd. | 5.25% |
CG Power and Industrial Solutions Ltd. | 5.18% |
Eternal Ltd. | 5.07% |
Muthoot Finance Ltd. | 5.05% |
Billionbrains Garage Ventures Ltd. | 4.61% |
Shriram Finance Ltd | 4.31% |
Apar Industries Ltd. | 4.19% |
Waaree Energies Ltd. | 3.98% |
Onesource Specialty Pharma Ltd. | 3.95% |
PTC Industries Ltd. | 3.95% |
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
