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Compare WhiteOak Capital Mid Cap Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 0.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.92 | 1.39 |
NAV | ₹17.95 | ₹183.03 |
Fund Started | 16 Aug 2022 | 07 May 2007 |
Fund Size | ₹2541.52 Cr | ₹75037.43 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
0.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.92
1.39
NAV
₹17.95
₹183.03
Fund Started
16 Aug 2022
07 May 2007
Fund Size
₹2541.52 Cr
₹75037.43 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 35.28% | 32.17% |
3 Year | - | 25.01% |
5 Year | - | 27.94% |
1 Year
35.28%
32.17%
3 Year
-
25.01%
5 Year
-
27.94%
Holding Analysis
Equity | 96.09% | 92.10% |
Cash | -1.64% | 7.90% |
Equity
96.09%
92.10%
Cash
-1.64%
7.90%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.31% |
Motilal Oswal Financial Services Ltd. | 3.28% |
Persistent Systems Ltd. | 3.08% |
The Indian Hotels Company Ltd. | 2.78% |
Max Healthcare Institute Ltd. | 2.56% |
CG Power and Industrial Solutions Ltd. | 2.49% |
PB Fintech Ltd. | 2.24% |
The Federal Bank Ltd. | 2.16% |
Sona BLW Precision Forgings Ltd. | 2.08% |
Muthoot Finance Ltd. | 2.06% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.14% |
The Indian Hotels Company Ltd. | 3.84% |
The Federal Bank Ltd. | 3.42% |
Ipca Laboratories Ltd. | 3.35% |
Coforge Ltd. | 3.15% |
Balkrishna Industries Ltd. | 2.97% |
Indian Bank | 2.87% |
Apollo Tyres Ltd. | 2.82% |
Hindustan Petroleum Corporation Ltd. | 2.65% |
Persistent Systems Ltd. | 2.57% |
Fund Manager
Name | Trupti Agrawal | Chirag Setalvad |
Start Date | 31 Aug 2023 | 28 Jun 2014 |
Name
Trupti Agrawal
Chirag Setalvad
Start Date
31 Aug 2023
28 Jun 2014
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 seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 16 Aug 2022 | 07 May 2007 |
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
