WhiteOak Mutual Fund

WhiteOak Capital Mid Cap Fund Direct Plan Growth

₹ 18.04

NAV (May 02)

24.906%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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WhiteOak Capital Mid Cap Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

6,60,591

Wealth Gained

13,93,203

Total Corpus Created (₹)

With CAGR of 24.906 % in 5 years

Historical NAV

₹ 18.036

NAV (May 2)

Fund Returns

Last 1Y
11.5%
Last 3Y
-
Last 5Y
-
Last 10Y
-
Since Inception
24.9%
6 Month CAGR
-5.1%

Scheme Information

Investment Objective

The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.

Expense Ratio
0.7 %
Launched 2Y ago
2022-09-07
AUM in Crores
2744.6
ISIN
INF03VN01597
Lock-in (days)
No Lock-in
Benchmark
BSE 150 MidCap Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
-
Beta
-
Sharpe Ratio
-
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
WhiteOak Capital Mid Cap Fund Direct (G)70%9,70,757 2,38,14511.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

asset-allocation

Asset allocation and Holdings

Last updated on 2025-02-19

Top Stock Holdings

Others

4.75%
4.745%

CG Power and Industrial Solutions Ltd.

3%
3.001%

The Indian Hotels Company Ltd.

2.8%
2.801%

Max Financial Services Ltd.

2.68%
2.677%

Persistent Systems Ltd.

2.65%
2.654%
See all holdings
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Allocation by Sector

Financial

21.69%
21.691985%

Healthcare

13.9%
13.898247%

Services

13.32%
13.32148%

Capital Goods

10.61%
10.610923%

Technology

9.86%
9.861234%
See all sectors
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comparison

Comparison with Equity Funds

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About the AMC

WhiteOak Capital Mutual Fund

WhiteOak Capital Asset Management Limited, is part of WhiteOak Capital group of companies founded by Mr Prashant Khemka, an investment professional with an enviable track record spanning over two decades.The group offers investment services through a wide array of fund vehicles domiciled in India, Ireland, Mauritius, and the UK to individual and institutional investors in India and worldwide. It manages an AUM of over INR 45,470 cr in India dedicated equity assets as of 31st March 2023.WhiteOak Capital Asset Management Company strives to be a performance-centric organization with the vision of providing strong & consistent investment performance to our customers.WhiteOak Capital is driven by “Performance First Culture” which focuses on a simple stock selection-based approach and robust risk management.It aims to bring to bear a scientific & fundamental approach on Fund Management.The team comprises of seasoned professionals with rich experience in Financial Services, led by Mr. Aashish P. Somaiyaa, CEO who brings in 20+ years of experience in the asset management industry.amc-img

WhiteOak Capital Mid Cap Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

6,60,591

Wealth Gained

13,93,203

Total Corpus Created (₹)

With CAGR of 24.906 % in 5 years

Frequently Asked Questions

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Does WhiteOak Capital Mid Cap Fund Direct Growth have a lock-in period?

Can I invest in both SIP and lump sum options in WhiteOak Capital Mid Cap Fund Direct Plan Growth?

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WhiteOak Capital Mid Cap Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

6,60,591

Wealth Gained

13,93,203

Total Corpus Created (₹)

With CAGR of 24.906 % in 5 years