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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 | 0.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.92 | 1.62 |
NAV | ₹18.18 | ₹105.10 |
Fund Started | 16 Aug 2022 | 03 Feb 2014 |
Fund Size | ₹2541.52 Cr | ₹20055.68 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
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.92
1.62
NAV
₹18.18
₹105.10
Fund Started
16 Aug 2022
03 Feb 2014
Fund Size
₹2541.52 Cr
₹20055.68 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 36.67% | 57.88% |
3 Year | - | 33.52% |
5 Year | - | 31.99% |
1 Year
36.67%
57.88%
3 Year
-
33.52%
5 Year
-
31.99%
Holding Analysis
Equity | 96.09% | 97.60% |
Cash | -1.64% | 2.40% |
Equity
96.09%
97.60%
Cash
-1.64%
2.40%
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 |
|---|---|
Coforge Ltd. | 9.88% |
Kalyan Jewellers India Ltd. | 9.50% |
Polycab India Ltd. | 9.29% |
Persistent Systems Ltd. | 8.04% |
JIO Financial Services Ltd. | 8.04% |
Bajaj Auto Ltd. | 6.71% |
Tube Investments Of India Ltd. | 6.03% |
Mahindra & Mahindra Ltd. | 5.18% |
Voltas Ltd. | 4.11% |
Zomato Ltd. | 3.92% |
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
