Compare WhiteOak Capital Mid Cap Fund vs Invesco India Mid Cap Fund
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.26
1.88
NAV
₹23.11
₹240.95
Fund Started
16 Aug 2022
15 Feb 2007
Fund Size
₹6932.99 Cr
₹13766.86 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
12.80%
8.23%
3 Year
22.33%
24.35%
5 Year
-
19.71%
Equity
86.58%
99.36%
Cash
3.32%
0.64%
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% |
Prestige Estates Projects Ltd. | 7.09% |
The Federal Bank Ltd. | 5.58% |
BSE Ltd. | 5.08% |
Meesho Ltd. | 4.47% |
AU Small Finance Bank Ltd. | 4.47% |
Global Health Ltd. | 4.37% |
Max Healthcare Institute Ltd. | 4.30% |
Interglobe Aviation Ltd. | 4.18% |
Eternal Ltd. | 3.95% |
L&T Finance Ltd. | 3.80% |
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 capital appreciation by investing predominantly in Midcap companies
Launch Date
16 Aug 2022
15 Feb 2007
