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  • WhiteOak Capital Mid Cap Fund Regular Plan Growth
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WhiteOak Capital Mid Cap Fund Regular Plan Growth

Category: Equity: Mid Cap

Launch Date: 07-09-2022

Riskometer: Very High

NAV as on 30-05-2025

₹ 18.46

₹ 0.02 ( 0.0975%)

CAGR Since Inception

24.86%

BSE 150 MidCap TRI 17.69%

Asset Class

Status

Open Ended Schemes

Fund Managers

Ramesh Mantri

Investment Objective

To seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. There is no assurance that the investment objective of the Scheme will be achieved.

Benchmark

BSE 150 MidCap TRI

Expense Ratio

1.9% As on (30-04-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

2,916.28 Cr As on (30-04-2025)

PERFORMANCE of WhiteOak Capital Mid Cap Fund Regular Plan Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 30-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital Mid Cap Fund Regular Plan Growth 17.69 - - - 24.86
Benchmark - - - - -
Equity: Mid Cap 9.9 23.73 30.22 15.68 18.66
Nav Movement
RETURNS CALCULATOR for WhiteOak Capital Mid Cap Fund Regular Plan Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of WhiteOak Capital Mid Cap Fund Regular Plan Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
WhiteOak Capital Mid Cap Fund Regular Plan Growth 5.67 - -
Equity: Mid Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
WhiteOak Capital Mid Cap Fund Reg Gr 0.0
Invesco India MidCap Gr 31.0
Motilal Oswal Midcap Fund Reg Gr 37.91
Edelweiss MidCap Reg Gr 33.96
Sundaram MidCap Gr 30.66
Franklin India Prima Fund Gr 29.0
Nippon India Growth Fund Gr Gr 34.6
Canara Robeco Mid Cap Fund Reg Gr 0.0
HDFC Mid-Cap Opportunities Gr 34.26
Kotak Emerging Equity Sch Gr 31.66
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 22.36
Healthcare 15.29
N/A 13.3
Capital Goods 9.85
Consumer Services 7.93
Information Technology 7.6
Automobile and Auto Components 3.87
Oil, Gas & Consumable Fuels 3.6
Realty 3.19
Telecommunication 3.16
Portfolio Holdings
Company Holdings (%)
Clearing Corporation of India Ltd 8.02
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- 3.59
Persistent Systems Ltd 3.46
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- 3.19
Bharti Hexacom Limited 3.16
MAX HEALTHCARE INSTITUTE LIMITED EQ 3.06
PB FINTECH LIMITED EQ NEW FV RS. 2/- 2.56
MUTHOOT FINANCE LIMITED EQ 2.54
HITACHI ENERGY INDIA LIMITED EQ 2.43
TUBE INVESTMENTS OF INDIA LIMITED EQ 2.36
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