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

WhiteOak Capital Mid Cap Fund (Growth)

EquityMid Cap

16.624

NAV (Jun 12)

32.9%
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

16.624

NAV (Jun 12)

Fund Returns

Last 1Y
51.5%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
33.4%
6 Month CAGR
19%

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
2.01
Launched (2y ago)
Sep 08, 2022
AUM in Crores
1813.659
ISIN
INF03VN01563
Lock-in
No Lock-in
Benchmark
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

Naitik Shah

Fund Manager

Piyush Baranwal

Fund Manager

Ramesh Mantri

Fund Manager

Trupti Agrawal

Fund Manager

Dheeresh Pathak

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
WhiteOak Capital Mid Cap Fund (Growth)70%31,06,487 23,73,87551.5%
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 and Holdings

Last updated on 2024-06-12

Top Stock Holdings

clearing corporation of india ltd

4.6%
4.6%

cg power & industrial solutions ltd

3.9%
3.9%

indian hotels co ltd

2.9%
2.9%

max financial services ltd

2.6%
2.6%

max healthcare institute ltd ordinary shares

2.4%
2.4%
See all holdings

Allocation by Sector

financial services

17.6%
17.6%

industrials

17%
17%

healthcare

13.7%
13.7%

consumer cyclical

11.2%
11.2%

technology

9.9%
9.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

WhiteOak Capital Asset Management Limited

WhiteOak Capital Asset Management Limited manages assets worth 10,347 crores and was set up on 21 April 2017. It's current offering of mutual fund schemes includes 25 debt and 9 equity funds.amc-img
phone-img+912269187607
Fund NameScripbox Opinion
Till Date CAGR

5.4%

5.1%

5.2%

4.6%

5.1%

4.5%

5.4%

4.7%

5.2%

4.5%

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 32.9% over a period of 1 years. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Dheeresh Pathak, Naitik Shah, Piyush Baranwal, Ramesh Mantri, Trupti Agrawal.

Nav of WhiteOak Capital Mid Cap Fund (G) as of 6/12/2024 is ₹16.62 with the total AUM as of 6/13/2024 is ₹1813.659. 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 BSE MidCap 150 TR INR.

WhiteOak Capital Mid Cap Fund (G) is rated as a 0 fund in Equity and delivered 51.5% 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 2.01% for regular plan.