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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Category: Equity: Mid Cap
Launch Date: 07-09-2022
Asset Class:
Benchmark: BSE 150 MidCap TRI
Expense Ratio: 1.96% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,744.56 Cr As on (31-03-2025)
Turn over: 245
NAV as on 29-04-2025

17.396

0.1 (0.5461%)

CAGR Since Inception

22.96%

BSE 150 MidCap TRI 17.45%

PERFORMANCE of WhiteOak Capital Mid Cap Fund Regular Plan Growth

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital Mid Cap Fund Regular Plan Growth 11.85 - - - 22.96
Benchmark - - - - -
Equity: Mid Cap 7.42 19.35 29.02 15.57 17.88

Yearly Performance (%)

Nav Movement

Fund Managers

Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak

Investment Objective

The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.

RETURNS CALCULATOR for WhiteOak Capital Mid Cap Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

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 COMPARISION of WhiteOak Capital Mid Cap Fund Regular Plan Growth

Compare SIP Compare Lumpsum
Period
Data as on - 29-04-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 11.85 31.44 0.0 0.0 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 18.11 32.73 23.44 29.71 16.83
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 15.71 32.63 23.4 32.7 17.61
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 14.46 35.73 26.89 36.39 17.67
Franklin India Prima Fund-Growth 01-12-1993 13.2 30.21 21.81 27.78 14.91
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 11.59 31.49 22.4 29.22 14.86
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 11.48 33.15 23.77 33.37 17.4
Kotak Emerging Equity Scheme - Growth 30-03-2007 10.98 25.68 18.66 29.86 17.01
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 9.72 30.87 24.64 32.71 17.31
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 9.62 24.67 16.44 23.92 15.51

PORTFOLIO ANALYSIS of WhiteOak Capital Mid Cap Fund Regular Plan Growth

Asset Allocation (%)