WhiteOak Capital Mid Cap Fund Direct Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.27
• Std Deviation 15.27%
• Tracking Error 0.00%

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.

The WhiteOak Capital Mid Cap Fund Direct Growth has an AUM of 4075.13 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.55%. The minimum investment in WhiteOak Capital Mid Cap Fund Direct Growth is Rs 500 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Persistent Systems, Clearing Corporation Of India Ltd, Bharti Hexacom & Muthoot Finance.

The major sectors where the fund is invested are Software & Programming, Biotechnology & Drugs, Electronic Instr. & Controls & Investment Services.

Some of the similar funds are Mahindra Manulife Mid Cap Fund Direct Growth, Tata Mid Cap Fund Direct Plan Growth, Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option, WhiteOak Capital Mid Cap Fund Direct Growth, Canara Robeco Mid Cap Fund Direct Growth. WhiteOak Capital Mid Cap Fund Direct Growth has a sharpe ratio of 1.27 & a standard deviation of 15.27%.