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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 | 1.92 | 1.59 |
NAV | ₹18.93 | ₹110.36 |
Fund Started | 16 Aug 2022 | 03 Feb 2014 |
Fund Size | ₹2676.24 Cr | ₹22897.62 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
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.92
1.59
NAV
₹18.93
₹110.36
Fund Started
16 Aug 2022
03 Feb 2014
Fund Size
₹2676.24 Cr
₹22897.62 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% | 53.74% |
3 Year | - | 35.23% |
5 Year | - | 33.06% |
1 Year
33.81%
53.74%
3 Year
-
35.23%
5 Year
-
33.06%
Holding Analysis
Equity | 97.35% | 99.39% |
Cash | -0.73% | 0.61% |
Equity
97.35%
99.39%
Cash
-0.73%
0.61%
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 |
|---|---|
Polycab India Ltd. | 9.96% |
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.65% |
Zomato Ltd. | 9.47% |
Persistent Systems Ltd. | 7.74% |
Mahindra & Mahindra Ltd. | 6.15% |
JIO Financial Services Ltd. | 6.09% |
Trent Ltd. | 5.19% |
Bajaj Auto Ltd. | 4.44% |
Voltas Ltd. | 3.62% |
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
