Compare WhiteOak Capital Mid Cap Fund vs HDFC Mid Cap Fund
Risk | Very High | Very High |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.85 | 1.36 |
NAV | ₹19.18 | ₹197.39 |
Fund Started | 16 Aug 2022 | 07 May 2007 |
Fund Size | ₹4447.55 Cr | ₹92641.55 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.85
1.36
NAV
₹19.18
₹197.39
Fund Started
16 Aug 2022
07 May 2007
Fund Size
₹4447.55 Cr
₹92641.55 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1% if redeemed within 1 year.
1 Year | 7.64% | 9.19% |
3 Year | 24.46% | 24.69% |
5 Year | - | 23.80% |
1 Year
7.64%
9.19%
3 Year
24.46%
24.69%
5 Year
-
23.80%
Equity | 97.13% | 92.88% |
Cash | -8.05% | 7.12% |
Equity
97.13%
92.88%
Cash
-8.05%
7.12%
Top 10 Holdings |
|
|
Top 10 Holdings
Persistent Systems Ltd. | 3.84% |
Bharti Hexacom Ltd. | 3.69% |
Max Financial Services Ltd. | 3.54% |
The Phoenix Mills Ltd. | 3.44% |
Fortis Healthcare Ltd. | 2.91% |
Muthoot Finance Ltd. | 2.77% |
Coforge Ltd. | 2.57% |
Info Edge (India) Ltd. | 2.56% |
PB Fintech Ltd. | 2.31% |
Laurus Labs Ltd. | 2.29% |
Max Financial Services Ltd. | 4.65% |
AU Small Finance Bank Ltd. | 4.21% |
The Federal Bank Ltd. | 3.69% |
Indian Bank | 3.33% |
Balkrishna Industries Ltd. | 3.31% |
Hindustan Petroleum Corporation Ltd. | 2.99% |
Coforge Ltd. | 2.80% |
Glenmark Pharmaceuticals Ltd. | 2.78% |
Ipca Laboratories Ltd. | 2.74% |
Mahindra & Mahindra Financial Services Ltd. | 2.70% |
Name | - | - |
Start Date | - | - |
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 seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 16 Aug 2022 | 07 May 2007 |
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 seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
16 Aug 2022
07 May 2007