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  • WhiteOak Mutual Fund
  • WhiteOak Capital Mid Cap Fund (Growth)
WhiteOak Mutual Fund

WhiteOak Capital Mid Cap Fund (Growth)

EquityMid Cap

9.707

NAV (Jan 27)

-3.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

9.707

NAV (Jan 27)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

-3.7%

6 Month CAGR

NA

Scheme Information

Investment Objective

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

2.45

Launched (1y ago)

Sep 08, 2022

AUM in Crores

433.749

ISIN

INF03VN01563

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

Fund Managers

Ramesh Mantri

Fund Manager

Shariq Merchant

Fund Manager

Trupti Agrawal

Fund Manager

Piyush Baranwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
WhiteOak Capital Mid Cap Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 and Holdings

Last updated on 2023-01-27

Top Stock Holdings

persistent systems ltd

4%
4%

page industries ltd

3.5%
3.5%

the federal bank ltd

3.4%
3.4%

navin fluorine international ltd

3.4%
3.4%

coforge ltd

3.1%
3.1%
See all holdings

Allocation by Sector

industrials

19.4%
19.4%

consumer cyclical

17.5%
17.5%

financial services

16.5%
16.5%

basic materials

11.8%
11.8%

technology

11.3%
11.3%
See all sectors

Compare WhiteOak Capital Mid Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

WhiteOak Capital Asset Management Limited

WhiteOak Capital Asset Management Limited manages assets worth 2,125 crores and was set up on 21 April 2017. It's current offering of mutual fund schemes includes 25 debt funds.

amc-img

  • 022-40827600
  • clientservice@yesamc.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    -2.6%

    -

    0.5%

    3.7%

    4.4%

    -

    -3.7%

    3.6%

    3.7%

    WhiteOak Capital Mid Cap Fund (G) Review

    WhiteOak Capital Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of -3.7% over a period of 0 years. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Piyush Baranwal, Ramesh Mantri, Shariq Merchant, Trupti Agrawal.

    Nav of WhiteOak Capital Mid Cap Fund (G) as of 1/27/2023 is ₹9.71 with the total AUM as of 1/30/2023 is ₹433.749. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital Mid Cap Fund (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 (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 (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 (G) is rated as a 0 fund in Equity and delivered null% 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 (G).

    Frequently Asked Questions

    What is WhiteOak Capital Mid Cap Fund (G)?

    WhiteOak Capital Mid Cap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in WhiteOak Capital Mid Cap Fund (G)?

    You can invest in WhiteOak Capital Mid Cap Fund (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 (G)?

    The minimum sip amount for WhiteOak Capital Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is WhiteOak Capital Mid Cap Fund (G) good to invest in?

    As per Scripbox experts, WhiteOak Capital Mid Cap Fund (G) is a Not Reviewed Yet fund. You can investWhiteOak Capital Mid Cap Fund (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 (G)?

    The expense ratio of the WhiteOak Capital Mid Cap Fund (G) is 2.45% for regular plan.