Compare HSBC Midcap Fund vs WhiteOak Capital Mid Cap Fund
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.71 | 1.85 |
NAV | ₹392.76 | ₹19.84 |
Fund Started | 25 Jun 2004 | 16 Aug 2022 |
Fund Size | ₹12548.61 Cr | ₹4346.42 Cr |
Exit Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. | Exit load of 1%, if redeemed within 1 month. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.71
1.85
NAV
₹392.76
₹19.84
Fund Started
25 Jun 2004
16 Aug 2022
Fund Size
₹12548.61 Cr
₹4346.42 Cr
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit load of 1%, if redeemed within 1 month.
1 Year | -5.98% | 1.89% |
3 Year | 23.45% | 24.87% |
5 Year | 20.31% | - |
1 Year
-5.98%
1.89%
3 Year
23.45%
24.87%
5 Year
20.31%
-
Equity | 98.03% | 97.04% |
Cash | 1.99% | -6.52% |
Equity
98.03%
97.04%
Cash
1.99%
-6.52%
Top 10 Holdings |
|
|
Top 10 Holdings
FSN E-Commerce Ventures Ltd. | 5.22% |
Eternal Ltd. | 4.21% |
Ashok Leyland Ltd. | 3.67% |
GE Vernova T&D India Ltd | 3.42% |
PB Fintech Ltd. | 3.39% |
Multi Commodity Exchange Of India Ltd. | 3.34% |
Dixon Technologies (India) Ltd. | 3.28% |
Coforge Ltd. | 3.25% |
Nippon Life India Asset Management Ltd. | 2.89% |
Lenskart Solutions Ltd. | 2.74% |
Persistent Systems Ltd. | 3.83% |
Max Financial Services Ltd. | 3.48% |
Muthoot Finance Ltd. | 3.38% |
Bharti Hexacom Ltd. | 3.36% |
The Phoenix Mills Ltd. | 3.21% |
Coforge Ltd. | 2.79% |
Fortis Healthcare Ltd. | 2.58% |
PB Fintech Ltd. | 2.36% |
Motilal Oswal Financial Services Ltd. | 2.16% |
Laurus Labs Ltd. | 2.12% |
Name | Sonal Gupta | Trupti Agrawal |
Start Date | 28 Mar 2025 | 15 May 2024 |
Name
Sonal Gupta
Trupti Agrawal
Start Date
28 Mar 2025
15 May 2024
Description | 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. | The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. |
Launch Date | 25 Jun 2004 | 16 Aug 2022 |
Description
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.
The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.
Launch Date
25 Jun 2004
16 Aug 2022