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EquityMid-Cap

WhiteOak Capital Mid Cap Fund Regular Growth

3Y Annualised

N/A

0.10% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

3.92%

0.10% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

7 years

NIFTY 50

4 years 2 months

FD

9 years 7 months

Fund info

Fund size

₹3190.59 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹500

Exit load

0%

In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.

Risk Profile

Very High Risk

Fund Managers

About WhiteOak Capital Mid Cap Fund Regular Growth

WhiteOak Capital Mid Cap Fund Regular Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 2 years, having been launched on 2022-09-07. WhiteOak Capital Mid Cap Fund Regular Growth has ₹3190.59 Cr worth of assets under management (AUM) as of Tue Jul 08 2025. The latest Net Asset Value (NAV) of WhiteOak Capital Mid Cap Fund Regular Growth as of Mon Jul 07 2025 is ₹19.309. The fund has an expense ratio of 1.88%, which is medium comparable to most other Equity funds.

WhiteOak Capital Mid Cap Fund Regular Growth returns for the last 1 year are 10.37%. Since launch, it has delivered 26.40% average annual returns.

The WhiteOak Capital Mid Cap Fund Regular Growth has the majority of its money invested in Financial Services, Technology, Communication Services, Industrials, Healthcare sectors.

Top 5 Holdings of WhiteOak Capital Mid Cap Fund Regular Growth.

  1. Max Financial Services Ltd: 3.54%
  2. Persistent Systems Ltd: 3.49%
  3. Bharti Hexacom Ltd: 3.44%
  4. Coforge Ltd: 2.96%
  5. The Federal Bank Ltd: 2.94%

AMC Information

NameWhiteOak Capital Asset Management Limited
Founding Date2022-09-07
Email
Phone+91 180030003060
Websitehttp://mf.whiteoakamc.com
Address602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City

Tax Implications of WhiteOak Capital Mid Cap Fund Regular Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

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Estimated Returns in 1 Years

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Total Amount

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₹1,000+ cr

AUM

1+ Lac

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