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Compare WhiteOak Capital Mid Cap Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.95 | 1.58 |
NAV | ₹16.26 | ₹91.68 |
Fund Started | 16 Aug 2022 | 03 Feb 2014 |
Fund Size | ₹2657.43 Cr | ₹24488.00 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.95
1.58
NAV
₹16.26
₹91.68
Fund Started
16 Aug 2022
03 Feb 2014
Fund Size
₹2657.43 Cr
₹24488.00 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 7.95% | 23.59% |
3 Year | - | 28.21% |
5 Year | - | 26.25% |
1 Year
7.95%
23.59%
3 Year
-
28.21%
5 Year
-
26.25%
Holding Analysis
Equity | 94.75% | 75.62% |
Cash | -6.57% | 24.38% |
Equity
94.75%
75.62%
Cash
-6.57%
24.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Muthoot Finance Ltd. | 3.58% |
The Indian Hotels Company Ltd. | 3.30% |
Max Healthcare Institute Ltd. | 2.95% |
Max Financial Services Ltd. | 2.79% |
PB Fintech Ltd. | 2.38% |
Persistent Systems Ltd. | 2.36% |
Hitachi Energy India Ltd. | 2.34% |
Bharti Hexacom Ltd. | 2.19% |
Coforge Ltd. | 2.15% |
The Federal Bank Ltd. | 1.98% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.85% |
Coforge Ltd. | 9.62% |
Kalyan Jewellers India Ltd. | 7.19% |
Trent Ltd. | 6.16% |
Dixon Technologies (India) Ltd. | 6.12% |
Polycab India Ltd. | 4.56% |
Max Healthcare Institute Ltd. | 3.49% |
Bharti Hexacom Ltd. | 3.36% |
One97 Communications Ltd. | 3.17% |
Oracle Financial Services Software Ltd. | 2.85% |
Fund Manager
Name | Trupti Agrawal | Ajay Khandelwal |
Start Date | 31 Aug 2023 | 16 Dec 2021 |
Name
Trupti Agrawal
Ajay Khandelwal
Start Date
31 Aug 2023
16 Dec 2021
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 16 Aug 2022 | 03 Feb 2014 |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
16 Aug 2022
03 Feb 2014
