Products
Platform
Research
Market
Learn
Compare WhiteOak Capital Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.03 | 1.67 |
NAV | ₹13.28 | ₹34.77 |
Fund Started | 01 Dec 2023 | 27 Sep 2019 |
Fund Size | ₹1840.29 Cr | ₹13777.98 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.03
1.67
NAV
₹13.28
₹34.77
Fund Started
01 Dec 2023
27 Sep 2019
Fund Size
₹1840.29 Cr
₹13777.98 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 3.30% | 1.16% |
3 Year | - | 28.49% |
5 Year | - | 28.31% |
1 Year
3.30%
1.16%
3 Year
-
28.49%
5 Year
-
28.31%
Holding Analysis
Equity | 94.71% | 98.97% |
Cash | -3.52% | -0.03% |
Equity
94.71%
98.97%
Cash
-3.52%
-0.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 6.96% |
HDFC Bank Ltd. | 5.08% |
Eternal Ltd. | 3.00% |
Muthoot Finance Ltd. | 2.37% |
Max Financial Services Ltd. | 2.27% |
Mahindra & Mahindra Ltd. | 2.16% |
Reliance Industries Ltd. | 2.04% |
Bharti Hexacom Ltd. | 2.02% |
Maruti Suzuki India Ltd. | 2.00% |
Kotak Mahindra Bank Ltd. | 1.97% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.88% |
Bharat Electronics Ltd. | 4.13% |
CG Power and Industrial Solutions Ltd. | 3.88% |
Waaree Energies Ltd. | 3.71% |
Bajaj Finance Ltd. | 3.62% |
PTC Industries Ltd. | 3.58% |
Amber Enterprises India Ltd. | 3.49% |
Muthoot Finance Ltd. | 3.45% |
Siemens Energy India Ltd. | 3.41% |
Samvardhana Motherson International Ltd. | 3.37% |
Fund Manager
Name | Trupti Agrawal | Ajay Khandelwal |
Start Date | 15 May 2024 | 25 Jul 2025 |
Name
Trupti Agrawal
Ajay Khandelwal
Start Date
15 May 2024
25 Jul 2025
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 01 Dec 2023 | 27 Sep 2019 |
Description
The scheme seeks to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
01 Dec 2023
27 Sep 2019