Compare Kotak Nifty Midcap 150 Index Fund vs WhiteOak Capital Mid Cap Fund
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 0.63 | 1.85 |
NAV | ₹11.18 | ₹19.84 |
Fund Started | 03 Mar 2025 | 16 Aug 2022 |
Fund Size | ₹15.26 Cr | ₹4346.42 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 1 month. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
0.63
1.85
NAV
₹11.18
₹19.84
Fund Started
03 Mar 2025
16 Aug 2022
Fund Size
₹15.26 Cr
₹4346.42 Cr
Exit Load
-
Exit load of 1%, if redeemed within 1 month.
1 Year | - | 1.89% |
3 Year | - | 24.87% |
5 Year | - | - |
1 Year
-
1.89%
3 Year
-
24.87%
5 Year
-
-
Equity | 99.82% | 97.04% |
Cash | 0.18% | -6.52% |
Equity
99.82%
97.04%
Cash
0.18%
-6.52%
Top 10 Holdings |
|
|
Top 10 Holdings
BSE Ltd. | 3.09% |
Hero Motocorp Ltd. | 2.09% |
Persistent Systems Ltd. | 1.78% |
Suzlon Energy Ltd. | 1.71% |
Coforge Ltd. | 1.66% |
The Federal Bank Ltd. | 1.65% |
PB Fintech Ltd. | 1.60% |
Cummins India Ltd. | 1.58% |
Dixon Technologies (India) Ltd. | 1.56% |
Indusind Bank Ltd. | 1.47% |
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 | Satish Dondapati | Trupti Agrawal |
Start Date | 20 Nov 2025 | 15 May 2024 |
Name
Satish Dondapati
Trupti Agrawal
Start Date
20 Nov 2025
15 May 2024
Description | The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors. | 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 | 03 Mar 2025 | 16 Aug 2022 |
Description
The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.
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
03 Mar 2025
16 Aug 2022