WhiteOak Capital Mid Cap Fund

Equity | Mid Cap Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 0.63 % 0★ ₹386 3 Months
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.63 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹386 Cr 3 Months
Rating Fund Size Fund Age

Scheme Objective

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.

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns - - - 5.1%
Category Average 9.0% 16.9% 15.2% -

Scheme Allocation

Holding
Sector
Asset
Page Industries
4.52%
Persistent Sys
4.29%
Navin Fluo.Intl.
3.91%
Coforge
3.36%
Federal Bank
3.28%
Others
80.64%
Retailing
7.78%
Finance
7.75%
Industrial Products
7.21%
Banks
7.19%
Consumer Durables
5.87%
Others
64.2%
Equity
97.62%
Reverse Repos
2.73%
Net Curr Ass/Net Receivables
-0.36%
Others
0.01%

Fund House Details

WhiteOak Capital Mutual Fund

WhiteOak Capital Mid Cap Fund

Fund Manager
Ramesh Mantri

Exit Load

Exit Load In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.

Advance Ratio

0.01 0.91 0.78 0.07
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Address:
Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
Contact:
+91(22)69187607
Email ID:
Clientservice@whiteoakamc.com

Frequently Asked Questions

You can invest in WhiteOak Capital Mid Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for WhiteOak Capital Mid Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The WhiteOak Capital Mid Cap Fund has delivered 5.1% since inception
The NAV of WhiteOak Capital Mid Cap Fund is ₹10.5 as of 02 December 2022.
The expense ratio of WhiteOak Capital Mid Cap Fund is 0.63 % as of 02 December 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now