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WhiteOak Capital Mutual Fund · Equity: Mid Cap
WhiteOak Capital Mid Cap Fund Regular Plan Growth
To seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. There is no assurance that the investment objective of the Scheme will be achieved.
Benchmark · BSE 150 MidCap TRITER · 2.02%Inception · 07-09-2022
NAV
₹20.33
+1.01% · as of 14-05-2026
Since inception
21.00%
CAGR
Benchmark (inception)
17.18%
CAGR
Fund size
₹53 Cr
AUM
Expense ratio
2.02%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +21.00% CAGR vs benchmark +17.18%.
Portfolio
Where the money is invested
Top holdings
Clearing Corporation of India Ltd7.96%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-3.44%
THE PHOENIX MILLS LIMITED EQ NEW RS.2/-3.18%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.00%
Bharti Hexacom Limited2.92%
FORTIS HEALTHCARE LIMITED. EQ2.86%
PB FINTECH LIMITED EQ NEW FV RS. 2/-2.42%
EQ - INFO-EDGE (INDIA) LTD.2.37%
Coforge Limited2.30%
NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-2.08%
Sector allocation
Financial Services20.65%
Healthcare15.80%
Capital Goods11.18%
Consumer Services8.40%
Automobile and Auto Components4.92%
Metals & Mining3.50%
Realty3.46%
Information Technology3.28%
Telecommunication2.92%
Fast Moving Consumer Goods2.28%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 21.0% p.a.₹10,000
10 years
Projected value
₹40,81,154
Invested: ₹12,00,000
Gained: ₹28,81,154
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ramesh Mantri, Mr. Piyush Baranwal, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, Mr. Ashish Agrawal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150583
ISIN (Growth)
INF03VN01563
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
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