WhiteOak Capital Mid Cap Fund Regular Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹6,792.14 Cr
Expense Ratio
2.26%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹100.00
Launch Date
7 Sep 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.17% | -- |
| 3 Months | +8.93% | -- |
| 6 Months | +16.97% | -- |
| 1 Year | +13.43% | +13.43% |
| 2 Years | -- | +9% |
| 3 Years | +72.95% | +20.03% |
| 5 Years | -- | 0% |
| Since Launch | +120.99% | +21.88% |
Holdings as on 11 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Clearing Corporation Of India Ltd | 375.22 | 5.52 |
| Max Financial Services | 211.39 | 3.11 |
| Bharti Hexacom | 196.64 | 2.90 |
| Federal Bank | 193.23 | 2.84 |
| Laurus Labs | 167.30 | 2.46 |
| Coforge | 164.77 | 2.43 |
| Fortis Healthcare | 156.18 | 2.30 |
| PB Fintech | 146.79 | 2.16 |
| The Phoenix Mills Ltd | 144.06 | 2.12 |
| Vishal Mega Mart | 127.94 | 1.88 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.89
Sharpe Ratio
16.88%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Mid Cap Fund Growth | +14.93% | +20.31% | +16.98% |
| Aditya Birla Sun Life Mid Cap Fund Growth | +7.44% | +14% | +13.42% |
| Tata Mid Cap Fund Regular Growth | +6.46% | +13.21% | +13.86% |
| Quant Mid Cap Fund Growth | +5.89% | +10.14% | +14.52% |
| WhiteOak Capital Mid Cap Fund Regular Growth | +13.43% | +20.03% | -- |
Results are calculated on CAGR basis
About Fund
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 Regular Growth has an AUM of 6792.14 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.26%. The minimum investment in WhiteOak Capital Mid Cap Fund Regular 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 fund has a present cash holding of %. The top holdings of the fund include Clearing Corporation Of India Ltd, Max Financial Services, Bharti Hexacom, Federal Bank.
The major sectors where the fund is invested are Biotechnology & Drugs, Software & Programming, Regional Banks, Consumer Financial Services.
Some of the similar funds are ICICI Prudential Mid Cap Fund Growth, Aditya Birla Sun Life Mid Cap Fund Growth, Tata Mid Cap Fund Regular Growth, Quant Mid Cap Fund Growth, WhiteOak Capital Mid Cap Fund Regular Growth. WhiteOak Capital Mid Cap Fund Regular Growth has a sharpe ratio of 0.89 & a standard deviation of 16.88%.
FAQs
According to the morning star rating WhiteOak Capital Mid Cap Fund Regular Growth has a Medium risk & Exceptional return.
WhiteOak Capital Mid Cap Fund Regular Growth is managed by Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Ashish Agrawal.
The expense ratio of WhiteOak Capital Mid Cap Fund Regular Growth is 2.26%.
The 5 year annualized return on WhiteOak Capital Mid Cap Fund Regular Growth is 0.00% & it has generated 13.43% in the last 1 year.
The minimum investment in WhiteOak Capital Mid Cap Fund Regular Growth is 500 Rs.
WhiteOak Capital Mid Cap Fund Regular Growth has an AUM of 6792.14 crores.
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