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
2.41
1.84
NAV
₹14.43
₹39.49
Fund Started
01 Dec 2023
27 Sep 2019
Fund Size
₹2537.03 Cr
₹18413.16 Cr
Exit Load
-
Exit load of 1%, if redeemed within 365 days.
1 Year
6.05%
6.49%
3 Year
-
21.53%
5 Year
-
19.02%
Equity
87.85%
98.69%
Cash
3.69%
1.31%
Top 10 Holdings
ICICI Bank Ltd. | 6.23% |
HDFC Bank Ltd. | 4.49% |
Nestle India Ltd. | 2.70% |
Max Financial Services Ltd. | 2.14% |
Bharti Airtel Ltd. | 2.05% |
The Phoenix Mills Ltd. | 2.00% |
The Federal Bank Ltd. | 1.92% |
Eternal Ltd. | 1.84% |
Mahindra & Mahindra Ltd. | 1.80% |
Reliance Industries Ltd. | 1.69% |
Eternal Ltd. | 5.05% |
CG Power and Industrial Solutions Ltd. | 5.02% |
Muthoot Finance Ltd. | 4.56% |
Shriram Finance Ltd | 4.46% |
Samvardhana Motherson International Ltd. | 4.27% |
Multi Commodity Exchange Of India Ltd. | 4.27% |
Apar Industries Ltd. | 4.23% |
Suzlon Energy Ltd. | 4.17% |
PTC Industries Ltd. | 3.96% |
One97 Communications Ltd. | 3.79% |
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
