Pros | - | ![]() Generated Consistent Returns. ![]() Lower probablity of downside risk. ![]() Protects capital during bear phase. | ||
Cons | - | - |
INDMoney rank | - | 1/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 2 Years | 12 Years | ||
Fund Size | 3500 Cr | 83847 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹500 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.43% | 0.74% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | BSE MidCap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | 130 | 75 | ||
Top 5 Holdings | Bharti Hexacom Ltd (3.6%) Max Financial Services Ltd (3.51%) Muthoot Finance Ltd (3.36%) Persistent Systems Ltd (3.23%) Coforge Ltd (2.95%) | Max Financial Services Ltd (4.59%) Balkrishna Industries Ltd (3.84%) Coforge Ltd (3.17%) The Federal Bank Ltd (3.09%) Glenmark Pharmaceuticals Ltd (3.07%) | ||
No of Sectors | 12 | 10 | ||
Top 3 Sectors | Financial Services (25.87%) Industrial (19.45%) Health (15.8%) | Financial Services (26.01%) Consumer Cyclical (19.76%) Health (12.93%) | ||
Equity % | 92.69% | 92.78% | ||
Debt % | - | - | ||
P/E | 32.06 | 25.75 | ||
P/B | 4.78 | 3.49 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -0.76% | -2.35% | ||
3-Month Return | 2.85% | 0.89% | ||
6-Month Return | 20.36% | 17.19% | ||
1-Year Return | 4.21% | 1.72% | ||
3-Year Return | - | 26.02% | ||
5-Year Return | - | 28.48% |
Sharpe | - | - | ||
Alpha | - | 5.26 | ||
Beta | - | 0.85 | ||
Standard Deviation | - | 13.85 | ||
Information Ratio | - | 0.98 |
Description | WhiteOak Capital Mid Cap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Mid Cap Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Dheeresh Pathak,Trupti Agrawal,Ramesh Mantri,Piyush Baranwal,Ashish Agrawal | Chirag Setalvad,Dhruv Muchhal |