- Mutual Funds
- WhiteOak Mutual Fund
- WhiteOak Capital Mid Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.94
NAV (Jul 26)
Fund Returns
Last 1Y | 51.6% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 36.4% |
6 Month CAGR | 23.7% |
Scheme Information
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 | 1.97 |
Launched (2y ago) | Sep 08, 2022 |
AUM in Crores | 2120.703 |
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital Mid Cap Fund (Growth) | 29,14,123 | 21,81,511 | 49.5% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
clearing corporation of india ltd
3.8%cg power & industrial solutions ltd
3.2%max healthcare institute ltd ordinary shares
2.6%indian hotels co ltd
2.6%max financial services ltd
2.5%Allocation by Sector
financial services
21.9%industrials
16.9%healthcare
11.8%consumer cyclical
11.4%technology
9.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 21,459 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
WhiteOak Capital Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.6% | 5.1% | ||
5.4% | 4.6% | ||
5.3% | 4.6% | ||
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 34.8% 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 7/26/2024 is ₹17.94 with the total AUM as of 7/27/2024 is ₹2120.703. 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 49.5% 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)?
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 1.97% for regular plan.