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Compare WhiteOak Capital Mid Cap Fund vs Sundaram Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.85 | 1.74 |
NAV | ₹19.65 | ₹1411.48 |
Fund Started | 16 Aug 2022 | 24 Jun 2002 |
Fund Size | ₹3581.58 Cr | ₹12501.03 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.85
1.74
NAV
₹19.65
₹1411.48
Fund Started
16 Aug 2022
24 Jun 2002
Fund Size
₹3581.58 Cr
₹12501.03 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1 Year | 4.15% | -0.25% |
3 Year | 25.18% | 22.77% |
5 Year | - | 25.78% |
1 Year
4.15%
-0.25%
3 Year
25.18%
22.77%
5 Year
-
25.78%
Holding Analysis
Equity | 96.67% | 95.22% |
Cash | -6.07% | 4.78% |
Equity
96.67%
95.22%
Cash
-6.07%
4.78%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.69% |
Bharti Hexacom Ltd. | 3.42% |
Muthoot Finance Ltd. | 3.42% |
Persistent Systems Ltd. | 3.30% |
Fortis Healthcare Ltd. | 2.99% |
Coforge Ltd. | 2.84% |
The Federal Bank Ltd. | 2.57% |
PB Fintech Ltd. | 2.45% |
Tube Investments Of India Ltd. | 2.34% |
Hero Motocorp Ltd. | 2.31% |
Name | Assets |
|---|---|
Cummins India Ltd. | 3.95% |
Coromandel International Ltd. | 3.16% |
Fortis Healthcare Ltd. | 2.83% |
GE Vernova T&D India Ltd. | 2.62% |
Mahindra & Mahindra Financial Services Ltd. | 2.42% |
Lupin Ltd. | 2.38% |
Kalyan Jewellers India Ltd. | 2.17% |
JK Cement Ltd. | 2.07% |
Persistent Systems Ltd. | 2.06% |
Indian Bank | 2.05% |
Fund Manager
Name | Trupti Agrawal | Ratish Varier |
Start Date | 07 Sep 2022 | 01 Jan 2022 |
Name
Trupti Agrawal
Ratish Varier
Start Date
07 Sep 2022
01 Jan 2022
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 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. |
Launch Date | 16 Aug 2022 | 24 Jun 2002 |
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 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.
Launch Date
16 Aug 2022
24 Jun 2002
