Compare Axis Nifty Midcap 50 Index Fund vs WhiteOak Capital Mid Cap Fund
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.02
1.85
NAV
₹19.68
₹19.31
Fund Started
10 Mar 2022
16 Aug 2022
Fund Size
₹583.71 Cr
₹4447.55 Cr
Exit Load
Exit load of 0.25% if redeemed within 7 days.
Exit load of 1%, if redeemed within 1 month.
1 Year
9.42%
9.40%
3 Year
22.85%
24.15%
5 Year
-
-
Equity
100.09%
97.13%
Cash
-0.69%
-8.05%
Top 10 Holdings
BSE Ltd. | 5.14% |
Hero Motocorp Ltd. | 3.58% |
Persistent Systems Ltd. | 3.26% |
The Federal Bank Ltd. | 3.14% |
Suzlon Energy Ltd. | 3.05% |
PB Fintech Ltd. | 2.98% |
Cummins India Ltd. | 2.87% |
Indusind Bank Ltd. | 2.71% |
IDFC First Bank Ltd. | 2.71% |
AU Small Finance Bank Ltd. | 2.68% |
Persistent Systems Ltd. | 3.84% |
Bharti Hexacom Ltd. | 3.69% |
Max Financial Services Ltd. | 3.54% |
The Phoenix Mills Ltd. | 3.44% |
Fortis Healthcare Ltd. | 2.91% |
Muthoot Finance Ltd. | 2.77% |
Coforge Ltd. | 2.57% |
Info Edge (India) Ltd. | 2.56% |
PB Fintech Ltd. | 2.31% |
Laurus Labs Ltd. | 2.29% |
Name
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Start Date
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Description
The scheme seeks to provide returns before expenses that closely corresponds to the total returns of the NIFTY MIDCAP 50 subject to tracking errors.
The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.
Launch Date
10 Mar 2022
16 Aug 2022