- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital Mid Cap Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.81
NAV (Sep 18)
Fund Returns
Last 1Y | 48.5% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 36.9% |
6 Month CAGR | 31.4% |
Scheme Information
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 | 1.95 |
Launched (0y ago) | 1.95 |
AUM in Crores | 2426.7 |
ISIN | INF03VN01563 |
Lock-in | |
Benchmark | BSE 150 MidCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital Mid Cap Fund (G) | 28,26,516 | 20,93,904 | 48.5% | |
| 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
Others
4.7%CG Power and Industrial Solutions Ltd.
3%The Indian Hotels Company Ltd.
2.8%Max Financial Services Ltd.
2.7%Persistent Systems Ltd.
2.7%Allocation by Sector
Financial
20.214371%Healthcare
13.311772%Services
12.143663%Capital Goods
8.647167%Technology
8.205245%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
WhiteOak Capital Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.771% | 5.173% | ||
5.276% | 4.945% | ||
- | 28.828% | ||
- | 36.901% | ||
- | 32.161% |
WhiteOak Capital Mid Cap Fund (G) Review
WhiteOak Capital Mid Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 36.901% over a period of 2 years. The fund is managed by WhiteOak Capital Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object].
Nav of WhiteOak Capital Mid Cap Fund (G) as of 9/18/2024 is ₹18.81 with the total AUM as of 9/19/2024 is ₹2426.726516. 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 2022-09-07. The category risk of the fund is null.
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 150 MidCap Total Return Index.
WhiteOak Capital Mid Cap Fund (G) is rated as a null fund in Equity and delivered 48.539% 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 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 1.95% for regular plan.