Compare WhiteOak Capital Mid Cap Fund vs Motilal Oswal Midcap Fund
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.68
1.6
NAV
₹18.12
₹83.26
Fund Started
16 Aug 2022
03 Feb 2014
Fund Size
₹4694.85 Cr
₹33689.20 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1%, if redeemed within 365 days.
1 Year
7.76%
-10.36%
3 Year
23.54%
18.96%
5 Year
-
20.42%
Equity
96.41%
97.89%
Cash
-6.95%
2.11%
Top 10 Holdings
Max Financial Services Ltd. | 3.84% |
The Federal Bank Ltd. | 3.46% |
The Phoenix Mills Ltd. | 3.24% |
Fortis Healthcare Ltd. | 3.14% |
Bharti Hexacom Ltd. | 2.87% |
Persistent Systems Ltd. | 2.54% |
PB Fintech Ltd. | 2.41% |
Info Edge (India) Ltd. | 2.32% |
Muthoot Finance Ltd. | 2.27% |
Kei Industries Ltd. | 2.21% |
One97 Communications Ltd. | 7.64% |
Kalyan Jewellers India Ltd. | 7.48% |
Eternal Ltd. | 6.40% |
Kei Industries Ltd. | 6.28% |
Persistent Systems Ltd. | 6.20% |
Coforge Ltd. | 6.09% |
Aditya Birla Capital Ltd. | 5.67% |
Bharti Airtel Ltd. | 5.29% |
Nifty 50 | 5.14% |
Dixon Technologies (India) Ltd. | 4.29% |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
16 Aug 2022
03 Feb 2014
