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)
7 years
4 years 2 months
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
This Fund's Performance Compared With Peers
Over the Period of oneMonth
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.
- Max Financial Services Ltd: 3.54%
- Persistent Systems Ltd: 3.49%
- Bharti Hexacom Ltd: 3.44%
- Coforge Ltd: 2.96%
- The Federal Bank Ltd: 2.94%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2022-09-07 |
| Phone | +91 180030003060 |
| Website | http://mf.whiteoakamc.com |
| Address | 602B, 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 Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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