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Business News/Market/Market Stats/    WhiteOak Capital Mid Cap Fund Regular Growth

WhiteOak Capital Mid Cap Fund Regular Growth

+
  • Equity
  • Mid-Cap
  • Rating N.A.
  • Plan
15.19 +0.12 (0.78%) NAV as on 01 Mar, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1555.16
  • CAGR 55.87%
  • Exit Load1.00%
  • Expense ratio2.04%
  • CategoryEquity
  • Min Investment500
  • Min SIP100
  • Launch Date2022-09-08

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 02 March 2024

  • Name
  • Value (Cr)
  • Holding %
  • Clearing Corporation Of India Ltd
  • 86.22
  • 5.54%
  • REC
  • 39.92
  • 2.57%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

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 1555.16 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 2.04%. 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 top holdings of the fund include Clearing Corporation Of India Ltd, CG Power & Industrial Solutions , Indian Hotels Company & REC.

 

The major sectors where the fund is invested are Software & Programming, Consumer Financial Services, Biotechnology & Drugs & Healthcare Facilities.

 

Some of the similar funds are Baroda BNP Paribas Mid Cap Fund Regular Plan Growth, Union Midcap Fund Regular Growth, Canara Robeco Mid Cap Fund Regular Growth, WhiteOak Capital Mid Cap Fund Regular Growth, Bandhan Midcap Fund Regular Growth. WhiteOak Capital Mid Cap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about WhiteOak Capital Mid Cap Fund Regular Growth

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,Shariq Merchant.
The expense ratio of WhiteOak Capital Mid Cap Fund Regular Growth is 2.04%.
The 5 year annualized return on WhiteOak Capital Mid Cap Fund Regular Growth is 0.00% & it has generated 55.87% 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 1555.16 crores.
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