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
1.86
1.72
NAV
₹21.87
₹505.54
Fund Started
16 Aug 2022
25 Jun 2004
Fund Size
₹5293.04 Cr
₹13386.58 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
10.03%
16.35%
3 Year
23.68%
26.45%
5 Year
-
18.66%
Equity
96.93%
98.63%
Cash
-7.14%
1.38%
Top 10 Holdings
The Phoenix Mills Ltd. | 3.38% |
Max Financial Services Ltd. | 3.11% |
Fortis Healthcare Ltd. | 2.82% |
Bharti Hexacom Ltd. | 2.82% |
The Federal Bank Ltd. | 2.82% |
PB Fintech Ltd. | 2.51% |
Persistent Systems Ltd. | 2.25% |
Hitachi Energy India Ltd. | 2.23% |
Kei Industries Ltd. | 2.13% |
Bharat Heavy Electricals Ltd. | 2.01% |
BSE Ltd. | 5.13% |
GE Vernova T&D India Ltd | 4.94% |
FSN E-Commerce Ventures Ltd. | 4.85% |
Hitachi Energy India Ltd. | 4.72% |
Billionbrains Garage Ventures Ltd. | 3.88% |
The Federal Bank Ltd. | 3.86% |
Piramal Finance Ltd. | 3.51% |
PB Fintech Ltd. | 3.43% |
Lenskart Solutions Ltd. | 3.23% |
Bharat Electronics Ltd. | 3.01% |
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 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
