Compare WhiteOak Capital Mid Cap Fund vs Edelweiss Mid Cap Fund
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.05
2.29
NAV
₹20.49
₹104.20
Fund Started
16 Aug 2022
09 Nov 2007
Fund Size
₹5732.44 Cr
₹16848.60 Cr
Exit Load
-
Exit load of 1%, if redeemed within 90 days.
1 Year
8.85%
4.01%
3 Year
23.13%
22.33%
5 Year
-
18.51%
Equity
97.05%
95.02%
Cash
-8.22%
0.84%
Top 10 Holdings
The Phoenix Mills Ltd. | 3.14% |
Max Financial Services Ltd. | 3.03% |
Bharti Hexacom Ltd. | 2.75% |
Fortis Healthcare Ltd. | 2.62% |
Coforge Ltd. | 2.50% |
PB Fintech Ltd. | 2.44% |
The Federal Bank Ltd. | 2.36% |
Hitachi Energy India Ltd. | 2.36% |
Bharat Heavy Electricals Ltd. | 2.19% |
Laurus Labs Ltd. | 2.19% |
Multi Commodity Exchange Of India Ltd. | 3.15% |
The Federal Bank Ltd. | 2.88% |
BSE Ltd. | 2.65% |
AU Small Finance Bank Ltd. | 2.22% |
Marico Ltd. | 2.15% |
Fortis Healthcare Ltd. | 2.08% |
Solar Industries India Ltd. | 1.86% |
Bharat Heavy Electricals Ltd. | 1.73% |
Indian Bank | 1.73% |
Torrent Power Ltd. | 1.73% |
Name
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Start Date
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Description
The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap companies.
Launch Date
16 Aug 2022
09 Nov 2007
