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WhiteOak Capital Mid Cap Fund (G)
22.54
15.18
0.65
2.33
8.69
14.65
22.59
7
1.84
22.54
WhiteOak Capital Mid Cap Fund (G)
1.92
24.34
1.11
3.5
3 Years

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

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  • NAV

    22.38

    21 Aug 2026

  • 0.02%

     1 Day

  • 22.54%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 2.26%

    Expense Ratio

  • 5

     Rating

  • 6,792 Cr

    Fund Size

  • 4 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 21 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 15.18%
  • 22.54%
  • 22.59

Scheme Allocation

By Holding By Sector By Asset
5.52%
3.11%
2.90%
2.84%
2.46%
83.17%
View All

Advance Ratio

  • 14.90Alpha
  • 4.87SD
  • 0.99Beta
  • 0.93Sharpe

Exit Load & Tax Implication

  • 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.

Fund 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.

Fund Managers

Ramesh Mantri

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

AMC Contact Details

  • Address :
  • Unit No. B, 1th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
    • Contact :
    • +91022 69187607
    • Email ID :
    • Clientservice@whiteoakamc.com

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