Compare LIC MF Midcap Fund vs WhiteOak Capital Mid Cap Fund
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹200 | ₹100 |
Expense Ratio | 2.5 | 1.85 |
NAV | ₹28.53 | ₹19.81 |
Fund Started | 05 Jan 2017 | 16 Aug 2022 |
Fund Size | ₹345.56 Cr | ₹4447.55 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1%, if redeemed within 1 month. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹200
₹100
Expense Ratio
2.5
1.85
NAV
₹28.53
₹19.81
Fund Started
05 Jan 2017
16 Aug 2022
Fund Size
₹345.56 Cr
₹4447.55 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 1 month.
1 Year | -0.24% | 10.46% |
3 Year | 19.59% | 25.47% |
5 Year | 16.59% | - |
1 Year
-0.24%
10.46%
3 Year
19.59%
25.47%
5 Year
16.59%
-
Equity | 97.78% | 97.13% |
Cash | 2.22% | -8.05% |
Equity
97.78%
97.13%
Cash
2.22%
-8.05%
Top 10 Holdings |
|
|
Top 10 Holdings
UNO Minda Ltd. | 3.94% |
Shakti Pumps (India) Ltd. | 3.02% |
The Federal Bank Ltd. | 2.78% |
Persistent Systems Ltd. | 2.11% |
SRF Ltd. | 2.05% |
One97 Communications Ltd. | 2.03% |
Mahindra & Mahindra Financial Services Ltd. | 2.02% |
Allied Blenders And Distillers Ltd. | 2.01% |
Trent Ltd. | 2.01% |
Bharat Electronics Ltd. | 2.00% |
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 | - | - |
Start Date | - | - |
Name
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Start Date
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Description | The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. | 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 | 05 Jan 2017 | 16 Aug 2022 |
Description
The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.
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
05 Jan 2017
16 Aug 2022