Compare Invesco India Mid Cap Fund vs WhiteOak Capital Mid Cap Fund
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.72 | 1.85 |
NAV | ₹181.73 | ₹19.84 |
Fund Started | 15 Feb 2007 | 16 Aug 2022 |
Fund Size | ₹10006.30 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
4.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.72
1.85
NAV
₹181.73
₹19.84
Fund Started
15 Feb 2007
16 Aug 2022
Fund Size
₹10006.30 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 | 3.21% | 1.89% |
3 Year | 26.27% | 24.87% |
5 Year | 24.35% | - |
1 Year
3.21%
1.89%
3 Year
26.27%
24.87%
5 Year
24.35%
-
Equity | 98.01% | 97.04% |
Cash | 2.02% | -6.52% |
Equity
98.01%
97.04%
Cash
2.02%
-6.52%
Top 10 Holdings |
|
|
Top 10 Holdings
The Federal Bank Ltd. | 5.75% |
AU Small Finance Bank Ltd. | 5.67% |
L&T Finance Ltd. | 5.26% |
Swiggy Ltd. | 5.14% |
BSE Ltd. | 4.41% |
Max Financial Services Ltd. | 4.12% |
Prestige Estates Projects Ltd. | 4.11% |
Glenmark Pharmaceuticals Ltd. | 3.63% |
Global Health Ltd. | 3.41% |
Trent Ltd. | 3.04% |
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 | Amit Ganatra | Trupti Agrawal |
Start Date | 03 Oct 2025 | 15 May 2024 |
Name
Amit Ganatra
Trupti Agrawal
Start Date
03 Oct 2025
15 May 2024
Description | The scheme seeks to generate capital appreciation by investing predominantly in Midcap 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 | 15 Feb 2007 | 16 Aug 2022 |
Description
The scheme seeks to generate capital appreciation by investing predominantly in Midcap 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
15 Feb 2007
16 Aug 2022