Compare Sundaram Mid Cap Fund vs WhiteOak Capital Mid Cap Fund
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.74 | 1.85 |
NAV | ₹1408.63 | ₹19.84 |
Fund Started | 24 Jun 2002 | 16 Aug 2022 |
Fund Size | ₹13344.99 Cr | ₹4346.42 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1%, if redeemed within 1 month. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.74
1.85
NAV
₹1408.63
₹19.84
Fund Started
24 Jun 2002
16 Aug 2022
Fund Size
₹13344.99 Cr
₹4346.42 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1%, if redeemed within 1 month.
1 Year | -0.03% | 1.89% |
3 Year | 23.28% | 24.87% |
5 Year | 22.70% | - |
1 Year
-0.03%
1.89%
3 Year
23.28%
24.87%
5 Year
22.70%
-
Equity | 94.27% | 97.04% |
Cash | 5.73% | -6.52% |
Equity
94.27%
97.04%
Cash
5.73%
-6.52%
Top 10 Holdings |
|
|
Top 10 Holdings
Cummins India Ltd. | 4.15% |
Mahindra & Mahindra Financial Services Ltd. | 3.30% |
Coromandel International Ltd. | 3.09% |
GE Vernova T&D India Ltd | 2.50% |
Fortis Healthcare Ltd. | 2.47% |
The Federal Bank Ltd. | 2.29% |
IDFC First Bank Ltd. | 2.28% |
Coforge Ltd. | 2.18% |
Kalyan Jewellers India Ltd. | 2.14% |
Hindustan Petroleum Corporation Ltd. | 2.11% |
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 | Ratish Varier | Trupti Agrawal |
Start Date | 05 Jun 2024 | 15 May 2024 |
Name
Ratish Varier
Trupti Agrawal
Start Date
05 Jun 2024
15 May 2024
Description | The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. | 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 | 24 Jun 2002 | 16 Aug 2022 |
Description
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
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
24 Jun 2002
16 Aug 2022