Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 15.552
NAV (Apr 19)
Last 1Y | 55.9% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 30.9% |
6 Month CAGR | 19.8% |
The primary objective of the Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Expense Ratio | 0.54 |
Launched (2y ago) | Sep 08, 2022 |
AUM in Crores | 1658.043 |
ISIN | INF03VN01597 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct (Growth) | 35,82,130 | 28,49,518 | 55.9% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
clearing corporation of india ltd
7.7%cg power & industrial solutions ltd
3.7%indian hotels co ltd
3.5%max healthcare institute ltd ordinary shares
2.5%max financial services ltd
2.3%financial services
16.4%industrials
15.7%healthcare
13.1%consumer cyclical
11.9%technology
11%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
WhiteOak Capital Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.2% | 5% | ||
5% | 4.5% | ||
4.9% | 4.4% | ||
5% | 4.5% | ||
5% | 4.4% |
WhiteOak Capital Mid Cap Fund Direct (G) is a Mid Cap Equity fund and has delivered an annualised return of 30.9% over a period of 1 years. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Dheeresh Pathak, Piyush Baranwal, Ramesh Mantri, Shariq Merchant, Trupti Agrawal.
Nav of WhiteOak Capital Mid Cap Fund Direct (G) as of 4/19/2024 is ₹15.55 with the total AUM as of 4/20/2024 is ₹1658.043. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital Mid Cap Fund Direct (G) was launched on Sep 08, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for WhiteOak Capital Mid Cap Fund Direct (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
WhiteOak Capital Mid Cap Fund Direct (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE Midcap 150 TR INR.
WhiteOak Capital Mid Cap Fund Direct (G) is rated as a 0 fund in Equity and delivered 55.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with WhiteOak Capital Mid Cap Fund Direct (G).
What is WhiteOak Capital Mid Cap Fund Direct (G)?
How to invest in WhiteOak Capital Mid Cap Fund Direct (G)?
You can invest in WhiteOak Capital Mid Cap Fund Direct (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of WhiteOak Capital Mid Cap Fund Direct (G)?
The minimum sip amount for WhiteOak Capital Mid Cap Fund Direct (G) is ₹1000. You can invest in multiples of ₹5000.
Is WhiteOak Capital Mid Cap Fund Direct (G) good to invest in?
As per Scripbox experts, WhiteOak Capital Mid Cap Fund Direct (G) is a Not Reviewed Yet fund. You can investWhiteOak Capital Mid Cap Fund Direct (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the WhiteOak Capital Mid Cap Fund Direct (G)?
The expense ratio of the WhiteOak Capital Mid Cap Fund Direct (G) is 0.54% for regular plan.