Compare WhiteOak Capital Mid Cap Fund vs HSBC Midcap Fund
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.26
2.3
NAV
₹22.96
₹520.69
Fund Started
16 Aug 2022
25 Jun 2004
Fund Size
₹6932.99 Cr
₹15351.91 Cr
Exit Load
-
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year
11.42%
16.17%
3 Year
22.24%
24.60%
5 Year
-
18.00%
Equity
86.58%
98.97%
Cash
3.32%
1.05%
Top 10 Holdings
The Phoenix Mills Ltd. | 2.85% |
Max Financial Services Ltd. | 2.79% |
Bharti Hexacom Ltd. | 2.53% |
The Federal Bank Ltd. | 2.47% |
Fortis Healthcare Ltd. | 2.23% |
PB Fintech Ltd. | 2.06% |
Laurus Labs Ltd. | 2.02% |
Bharat Heavy Electricals Ltd. | 1.80% |
Coforge Ltd. | 1.58% |
Persistent Systems Ltd. | 1.57% |
FSN E-Commerce Ventures Ltd. | 4.67% |
The Federal Bank Ltd. | 4.21% |
GE Vernova T&D India Ltd | 3.98% |
Lenskart Solutions Ltd. | 3.84% |
PB Fintech Ltd. | 3.76% |
Piramal Finance Ltd. | 3.66% |
Aditya Infotech Ltd. | 3.54% |
Billionbrains Garage Ventures Ltd. | 3.28% |
Bharat Forge Ltd. | 3.19% |
Meesho Ltd. | 2.87% |
Name
-
-
Start Date
-
-
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 generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Launch Date
16 Aug 2022
25 Jun 2004
