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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 | - | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.92 | 1.39 |
NAV | ₹18.93 | ₹188.99 |
Fund Started | 16 Aug 2022 | 07 May 2007 |
Fund Size | ₹2676.24 Cr | ₹76060.89 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
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.92
1.39
NAV
₹18.93
₹188.99
Fund Started
16 Aug 2022
07 May 2007
Fund Size
₹2676.24 Cr
₹76060.89 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 33.81% | 29.94% |
3 Year | - | 28.58% |
5 Year | - | 29.04% |
1 Year
33.81%
29.94%
3 Year
-
28.58%
5 Year
-
29.04%
Holding Analysis
Equity | 97.35% | 91.77% |
Cash | -0.73% | 8.23% |
Equity
97.35%
91.77%
Cash
-0.73%
8.23%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Persistent Systems Ltd. | 3.22% |
The Indian Hotels Company Ltd. | 3.20% |
Motilal Oswal Financial Services Ltd. | 3.06% |
Max Financial Services Ltd. | 2.87% |
Muthoot Finance Ltd. | 2.59% |
CG Power and Industrial Solutions Ltd. | 2.46% |
The Federal Bank Ltd. | 2.41% |
PB Fintech Ltd. | 2.36% |
Max Healthcare Institute Ltd. | 2.34% |
Info Edge (India) Ltd. | 2.21% |
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.19% |
Max Financial Services Ltd. | 3.67% |
The Federal Bank Ltd. | 3.51% |
Coforge Ltd. | 3.43% |
Ipca Laboratories Ltd. | 3.20% |
Balkrishna Industries Ltd. | 2.87% |
Apollo Tyres Ltd. | 2.81% |
Persistent Systems Ltd. | 2.79% |
Indian Bank | 2.76% |
Hindustan Petroleum Corporation Ltd. | 2.64% |
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
