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Investment Duration5 years
7,32,612
Total Investment6,60,591
Wealth Gained13,93,203
Total Corpus Created (₹)
With CAGR of 24.906 % in 5 years₹ 18.036
NAV (May 2)
Last 1Y | 11.5% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 24.9% |
6 Month CAGR | -5.1% |
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 | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct (G) | 9,70,757 | 2,38,145 | 11.5% | |
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.
Others
4.75%CG Power and Industrial Solutions Ltd.
3%The Indian Hotels Company Ltd.
2.8%Max Financial Services Ltd.
2.68%Persistent Systems Ltd.
2.65%Financial
21.69%Healthcare
13.9%Services
13.32%Capital Goods
10.61%Technology
9.86%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 27,730 cr |
WhiteOak Capital Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.8% | 5.5% | ||
6.8% | 5.8% | ||
- | 17.5% | ||
- | 17.1% | ||
- | 17.4% |
Investment Duration5 years
7,32,612
Total Investment6,60,591
Wealth Gained13,93,203
Total Corpus Created (₹)
With CAGR of 24.906 % in 5 yearsWhat is the expense ratio for WhiteOak Capital Mid Cap Fund Direct Plan Growth?
What is the current AUM of WhiteOak Capital Mid Cap Fund Direct Growth?
What is the latest NAV of WhiteOak Capital Mid Cap Fund Direct Growth?
What is the Riskometer rating for WhiteOak Capital Mid Cap Fund Direct Plan Growth?
Which are the top sector holdings in WhiteOak Capital Mid Cap Fund Direct Plan?
Which are the top stock holdings in WhiteOak Capital Mid Cap Fund Direct Plan?
What is the asset allocation of WhiteOak Capital Mid Cap Fund Direct Plan Growth?
What has been the performance of WhiteOak Capital Mid Cap Fund Direct Growth returns?
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?
How to invest in WhiteOak Capital Mid Cap Fund Direct Growth?
How can I redeem my investment in WhiteOak Capital Mid Cap Fund Direct Plan?