Compare Tata Nifty Midcap 150 Momentum 50 Index Fund vs WhiteOak Capital Mid Cap Fund
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹150 | ₹100 |
Expense Ratio | 1.05 | 1.85 |
NAV | ₹17.61 | ₹19.81 |
Fund Started | 04 Oct 2022 | 16 Aug 2022 |
Fund Size | ₹1043.79 Cr | ₹4447.55 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 days. | Exit load of 1%, if redeemed within 1 month. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹150
₹100
Expense Ratio
1.05
1.85
NAV
₹17.61
₹19.81
Fund Started
04 Oct 2022
16 Aug 2022
Fund Size
₹1043.79 Cr
₹4447.55 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 1 month.
1 Year | 1.31% | 10.46% |
3 Year | 22.51% | 25.47% |
5 Year | - | - |
1 Year
1.31%
10.46%
3 Year
22.51%
25.47%
5 Year
-
-
Equity | 100.13% | 97.13% |
Cash | -0.13% | -8.05% |
Equity
100.13%
97.13%
Cash
-0.13%
-8.05%
Top 10 Holdings |
|
|
Top 10 Holdings
Hero Motocorp Ltd. | 5.07% |
BSE Ltd. | 4.92% |
Muthoot Finance Ltd. | 4.80% |
AU Small Finance Bank Ltd. | 4.53% |
The Federal Bank Ltd. | 4.15% |
Cummins India Ltd. | 3.99% |
L&T Finance Ltd. | 3.65% |
One97 Communications Ltd. | 3.56% |
Ashok Leyland Ltd. | 3.35% |
Max Financial Services Ltd. | 2.96% |
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
-
-
Start Date
-
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Description | The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error. | 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 | 04 Oct 2022 | 16 Aug 2022 |
Description
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
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
04 Oct 2022
16 Aug 2022