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Compare Motilal Oswal Midcap Fund vs WhiteOak Capital Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.53 | 1.85 |
NAV | ₹102.22 | ₹20.25 |
Fund Started | 03 Feb 2014 | 16 Aug 2022 |
Fund Size | ₹37500.86 Cr | ₹4075.13 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days.
| Exit load of 1%, if redeemed within 1 month. |
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.53
1.85
NAV
₹102.22
₹20.25
Fund Started
03 Feb 2014
16 Aug 2022
Fund Size
₹37500.86 Cr
₹4075.13 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1%, if redeemed within 1 month.
Returns
1 Year | -1.76% | 12.79% |
3 Year | 26.30% | 26.35% |
5 Year | 30.11% | - |
1 Year
-1.76%
12.79%
3 Year
26.30%
26.35%
5 Year
30.11%
-
Holding Analysis
Equity | 87.22% | 96.71% |
Cash | 12.77% | -3.92% |
Equity
87.22%
96.71%
Cash
12.77%
-3.92%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.47% |
Coforge Ltd. | 9.32% |
One97 Communications Ltd. | 8.69% |
Dixon Technologies (India) Ltd. | 8.68% |
Eternal Ltd. | 8.47% |
Kalyan Jewellers India Ltd. | 8.16% |
Trent Ltd. | 6.26% |
Polycab India Ltd. | 5.49% |
Kaynes Technology India Ltd. | 4.47% |
Kei Industries Ltd. | 4.30% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 3.80% |
Bharti Hexacom Ltd. | 3.56% |
Muthoot Finance Ltd. | 3.29% |
The Phoenix Mills Ltd. | 3.17% |
The Federal Bank Ltd. | 3.05% |
Max Financial Services Ltd. | 2.99% |
Fortis Healthcare Ltd. | 2.95% |
Coforge Ltd. | 2.72% |
PB Fintech Ltd. | 2.47% |
Tube Investments Of India Ltd. | 2.10% |
Fund Manager
Name | Ajay Khandelwal | Trupti Agrawal |
Start Date | 25 Jul 2025 | 15 May 2024 |
Name
Ajay Khandelwal
Trupti Agrawal
Start Date
25 Jul 2025
15 May 2024
About Fund
Description | 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. | 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 Feb 2014 | 16 Aug 2022 |
Description
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.
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 Feb 2014
16 Aug 2022