Scheme Overview
WhiteOak Capital Mid Cap Fund Regular Plan Growth
| Category: Equity: Mid Cap |
| Launch Date: 07-09-2022 |
| Asset Class: Equity |
| Benchmark: BSE 150 MidCap TRI |
| Expense Ratio: 2.26% As on ( 31-07-2026) |
| Status: Open Ended for subscription |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 6,792.14 Cr As on ( 31-07-2026) |
| Turn over: 2.28 |
22.271
0.03 ( 0.1212% )
22.35%
BSE 150 MidCap TRI17.26%
PERFORMANCE of WhiteOak Capital Mid Cap Fund Regular Plan Growth
Scheme Performance (%) Data as on - 13-08-2026
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 17.45 | 22.47 | - | - | 22.35 |
| Benchmark | - | - | - | - | - |
| Equity: Mid Cap | 11.76 | 18.44 | 16.24 | 15.93 | 16.84 |
Yearly Performance (%)
Fund Managers
Mr. Ramesh Mantri, Mr. Piyush Baranwal, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, Mr. Ashish Agrawal
Investment Objective
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.
RETURNS CALCULATOR for WhiteOak Capital Mid Cap Fund Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Riskometer
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 | 1.03 | 2.83 | 0.89 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of WhiteOak Capital Mid Cap Fund Regular Plan Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 17.45 | 12.48 | 22.47 | 0.0 | 0.0 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 22.73 | 12.02 | 24.95 | 18.89 | 17.15 |
| ICICI Prudential Midcap Fund - Growth | 10-10-2004 | 18.81 | 11.13 | 23.21 | 18.06 | 16.7 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 16.61 | 0.0 | 0.0 | 0.0 | 0.0 |
| MahIndra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 16.49 | 6.24 | 20.61 | 18.17 | 0.0 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 14.86 | 4.29 | 21.09 | 15.61 | 0.0 |
| Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 14.65 | 6.19 | 18.0 | 15.36 | 15.25 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 14.43 | 7.54 | 17.39 | 15.9 | 0.0 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 13.79 | 7.45 | 17.98 | 15.65 | 0.0 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 13.43 | 5.31 | 19.88 | 0.0 | 0.0 |
