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Compare WhiteOak Capital Mid Cap Fund vs HDFC Mid-Cap Opportunities 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 | ₹100 |
Expense Ratio | 1.87 | 1.39 |
NAV | ₹18.99 | ₹190.92 |
Fund Started | 16 Aug 2022 | 07 May 2007 |
Fund Size | ₹3190.59 Cr | ₹79717.67 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.87
1.39
NAV
₹18.99
₹190.92
Fund Started
16 Aug 2022
07 May 2007
Fund Size
₹3190.59 Cr
₹79717.67 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 12.01% | 6.78% |
3 Year | - | 32.93% |
5 Year | - | 33.49% |
1 Year
12.01%
6.78%
3 Year
-
32.93%
5 Year
-
33.49%
Holding Analysis
Equity | 97.28% | 91.72% |
Cash | -6.06% | 8.22% |
Equity
97.28%
91.72%
Cash
-6.06%
8.22%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.54% |
Persistent Systems Ltd. | 3.49% |
Bharti Hexacom Ltd. | 3.44% |
Coforge Ltd. | 2.96% |
The Federal Bank Ltd. | 2.94% |
Muthoot Finance Ltd. | 2.73% |
Tube Investments Of India Ltd. | 2.67% |
PB Fintech Ltd. | 2.59% |
Max Healthcare Institute Ltd. | 2.46% |
Hitachi Energy India Ltd. | 2.45% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.81% |
The Federal Bank Ltd. | 3.24% |
Coforge Ltd. | 3.22% |
Balkrishna Industries Ltd. | 2.94% |
Ipca Laboratories Ltd. | 2.91% |
Hindustan Petroleum Corporation Ltd. | 2.86% |
Indian Bank | 2.85% |
AU Small Finance Bank Ltd. | 2.56% |
Apollo Tyres Ltd. | 2.47% |
The Indian Hotels Company Ltd. | 2.38% |
Fund Manager
Name | Trupti Agrawal | Chirag Setalvad |
Start Date | 31 Aug 2023 | 28 Jun 2014 |
Name
Trupti Agrawal
Chirag Setalvad
Start Date
31 Aug 2023
28 Jun 2014
About Fund
Description | The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 16 Aug 2022 | 07 May 2007 |
Description
The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
16 Aug 2022
07 May 2007