Skip to main content
  • Home
  • Scheme Overview

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Category: Equity: Mid Cap
Launch Date: 07-09-2022
Asset Class:
Benchmark: S&P BSE 150 MidCap TRI
Expense Ratio: 2.01% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,813.66 Cr As on (30-04-2024)
Turn over: 254
NAV (₹): 15.332
₹ 0.06 ( 0.3783%)
as on 13-05-2024
CAGR Since Inception - 28.39%
S&P BSE 150 MidCap TRI - 19.61%

Fund Managers

Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak, Naitik Shah


Investment Objective

The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.

PERFORMANCE of WhiteOak Capital Mid Cap Fund Regular Plan Growth

Scheme Performance (%) Data as on - 13-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital Mid Cap Fund Regular Plan Growth 49.54 - - - 28.39
S&P BSE 150 MidCap TRI 52.44 25.96 26.3 21.76 19.61
Equity: Mid Cap 47.48 23.92 23.94 19.56 20.75

RETURNS CALCULATOR for WhiteOak Capital Mid Cap Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of WhiteOak Capital Mid Cap Fund Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
WhiteOak Capital Mid Cap Fund Regular Plan Growth 5.67 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 49.54 0.0 0.0 0.0 0.0
Quant MidCap Gr 26-02-2001 68.44 40.83 31.08 33.93 20.39
JM Midcap Fund Reg Gr 21-11-2022 64.32 0.0 0.0 0.0 0.0
ITI Mid Cap Fund Reg Gr 05-03-2021 61.54 38.37 22.92 0.0 0.0
Mahindra Manulife Mid Cap Fund Reg Gr 05-01-2018 58.85 36.85 26.6 26.78 0.0
HSBC Midcap Fund Reg Growth 09-08-2004 55.13 33.58 22.59 21.15 19.94
Motilal Oswal Midcap Fund Reg Gr 24-02-2014 54.34 38.01 35.76 27.65 21.68
Nippon India Growth Fund Gr Gr 05-10-1995 53.21 35.94 28.71 26.29 19.96
HDFC Mid-Cap Opportunities Gr 25-06-2007 51.59 39.19 28.2 25.3 20.78
Sundaram MidCap Gr 01-07-2002 50.92 35.03 25.77 21.18 18.64

Asset Allocation (%)

PORTFOLIO ANALYSIS of WhiteOak Capital Mid Cap Fund Regular Plan Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

AMC partners we work with