- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare WhiteOak Capital Mid Cap Fund vs Motilal Oswal 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 | 1.89 | 1.58 |
NAV | ₹18.16 | ₹99.43 |
Fund Started | 16 Aug 2022 | 03 Feb 2014 |
Fund Size | ₹2916.28 Cr | ₹27780.18 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
1.89
1.58
NAV
₹18.16
₹99.43
Fund Started
16 Aug 2022
03 Feb 2014
Fund Size
₹2916.28 Cr
₹27780.18 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 15.24% | 19.23% |
3 Year | - | 32.46% |
5 Year | - | 38.28% |
1 Year
15.24%
19.23%
3 Year
-
32.46%
5 Year
-
38.28%
Holding Analysis
Equity | 96.13% | 67.90% |
Cash | -9.08% | 15.69% |
Equity
96.13%
67.90%
Cash
-9.08%
15.69%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.59% |
Persistent Systems Ltd. | 3.46% |
The Indian Hotels Company Ltd. | 3.19% |
Bharti Hexacom Ltd. | 3.16% |
Max Healthcare Institute Ltd. | 3.06% |
PB Fintech Ltd. | 2.56% |
Muthoot Finance Ltd. | 2.54% |
Hitachi Energy India Ltd. | 2.43% |
Tube Investments Of India Ltd. | 2.36% |
The Federal Bank Ltd. | 2.15% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 10.06% |
Coforge Ltd. | 9.47% |
Kalyan Jewellers India Ltd. | 8.09% |
Polycab India Ltd. | 4.97% |
Dixon Technologies (India) Ltd. | 4.35% |
Trent Ltd. | 3.98% |
Bharti Hexacom Ltd. | 3.95% |
Max Healthcare Institute Ltd. | 3.94% |
One97 Communications Ltd. | 3.86% |
Kei Industries Ltd. | 2.98% |
Fund Manager
Name | Trupti Agrawal | Ajay Khandelwal |
Start Date | 31 Aug 2023 | 16 Dec 2021 |
Name
Trupti Agrawal
Ajay Khandelwal
Start Date
31 Aug 2023
16 Dec 2021
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 16 Aug 2022 | 03 Feb 2014 |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
16 Aug 2022
03 Feb 2014