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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 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.85 | 1.55 |
NAV | ₹19.94 | ₹99.98 |
Fund Started | 16 Aug 2022 | 03 Feb 2014 |
Fund Size | ₹4346.42 Cr | ₹38002.68 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
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.85
1.55
NAV
₹19.94
₹99.98
Fund Started
16 Aug 2022
03 Feb 2014
Fund Size
₹4346.42 Cr
₹38002.68 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% | -11.56% |
3 Year | 24.78% | 24.48% |
5 Year | - | 28.58% |
1 Year
3.30%
-11.56%
3 Year
24.78%
24.48%
5 Year
-
28.58%
Holding Analysis
Equity | 97.04% | 92.08% |
Cash | -6.52% | 7.92% |
Equity
97.04%
92.08%
Cash
-6.52%
7.92%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
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 | Assets |
|---|---|
Persistent Systems Ltd. | 10.03% |
Coforge Ltd. | 9.92% |
Eternal Ltd. | 8.69% |
Dixon Technologies (India) Ltd. | 8.07% |
Kalyan Jewellers India Ltd. | 7.98% |
One97 Communications Ltd. | 7.81% |
Bharti Airtel Ltd. | 5.25% |
Polycab India Ltd. | 4.97% |
Aditya Birla Capital Ltd. | 4.48% |
Kei Industries Ltd. | 4.36% |
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 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