Compare WhiteOak Capital Mid Cap Fund vs HDFC Mid Cap Fund
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.85
1.36
NAV
₹19.31
₹199.57
Fund Started
16 Aug 2022
07 May 2007
Fund Size
₹4447.55 Cr
₹92641.55 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1% if redeemed within 1 year.
1 Year
9.40%
10.38%
3 Year
24.15%
24.51%
5 Year
-
23.84%
Equity
97.13%
92.88%
Cash
-8.05%
7.12%
Top 10 Holdings
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% |
Max Financial Services Ltd. | 4.65% |
AU Small Finance Bank Ltd. | 4.21% |
The Federal Bank Ltd. | 3.69% |
Indian Bank | 3.33% |
Balkrishna Industries Ltd. | 3.31% |
Hindustan Petroleum Corporation Ltd. | 2.99% |
Coforge Ltd. | 2.80% |
Glenmark Pharmaceuticals Ltd. | 2.78% |
Ipca Laboratories Ltd. | 2.74% |
Mahindra & Mahindra Financial Services Ltd. | 2.70% |
Name
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Start Date
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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 provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
16 Aug 2022
07 May 2007