43108
73700
WhiteOak Capital Mid Cap Fund Growth
25.17
13.81
2.49
4.22
5.66
2.28
21.72
https://storage.googleapis.com/5paisa-prod-storage/files/2024-11/white-oak-mutual-fund.png
7
1.96
25.17
WhiteOak Capital Mid Cap Fund (G)
1.96
25.17
1.11
3.5
3 Years
WhiteOak Capital Mid Cap Fund Growth
-
NAV
20.76
25 May 2026
-
0.70%
1 Day
-
25.17%
3Y CAGR returns
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-
₹ 100
Min SIP -
₹ 500
Min Lumpsum -
2.02%
Expense Ratio -
5,293 Cr
Fund Size -
3 Years
Fund Age
SIP Calculator
₹
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 25 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 13.81%
- 25.17%
- 21.72
- 14.54Alpha
- 4.74SD
- 1.01Beta
- 0.92Sharpe
- Exit Load
- NIL
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.
Ramesh Mantri
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Fund Name
-
HSBC Midcap Fund Growth
- 27.31
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 13,387
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 7,557
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 5,293
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 45,820
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 13,378
73700
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 5,293
-
- Equity
- ELSS
- AUM - ₹ 450
-
- Equity
- Flexi Cap Fund
- AUM - ₹ 7,907
-
- Hybrid
- Multi Asset Allocation
- AUM - ₹ 7,118
-
- Equity
- Large Cap Mutual Funds
- AUM - ₹ 1,164
- Address :
- Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
-
- Contact :
- +91022 69187607
-
- Email ID :
- Clientservice@whiteoakamc.com
Mutual Fund by Category
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 16.35%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
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FAQs
WhiteOak Capital Mid Cap Fund Growth has delivered 21.24% since inception
The NAV of WhiteOak Capital Mid Cap Fund Growth is ₹20.333 as of 25 May 2026
The expense ratio of WhiteOak Capital Mid Cap Fund Growth is 2.02 % as of 25 May 2026
The AUM of WhiteOak Capital Mid Cap Fund Growth 5293.04 CR as of 25 May 2026
The minimum SIP amount of WhiteOak Capital Mid Cap Fund Growth is 100
The top stock holdings of WhiteOak Capital Mid Cap Fund Growth are
- C C I - 4.69%
- Phoenix Mills - 3.38%
- Max Financial - 3.11%
- Federal Bank - 2.82%
- Bharti Hexacom - 2.82%
The top sectors WhiteOak Capital Mid Cap Fund Growth has invested in are
- - 0%