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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.
EquityBenchmark · BSE 150 MidCap TRITER · 2.28%Inception · 07-09-2022
NAV
₹22.03
-0.33% · as of 11-09-2026
Since inception
21.53%
CAGR
Benchmark (inception)
17.03%
CAGR
Fund size
₹7,485 Cr
AUM
Expense ratio
2.28%
30-08-2026
Performance
Returns vs benchmark & category
Since inception: +21.53% CAGR vs benchmark +17.03%.
Portfolio
Where the money is invested
Top holdings
THE PHOENIX MILLS LIMITED EQ NEW RS.2/-3.20%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-3.14%
Bharti Hexacom Limited2.84%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-2.78%
FORTIS HEALTHCARE LIMITED. EQ2.51%
PB FINTECH LIMITED EQ NEW FV RS. 2/-2.31%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-2.26%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-2.02%
VISHAL MEGA MART PRIVATE LIMITED EQ1.73%
MARICO LIMITED NEW EQ RE.11.66%
Sector allocation
Financial Services22.17%
Healthcare15.27%
Capital Goods11.41%
Consumer Services8.01%
Realty4.42%
Automobile and Auto Components4.19%
Oil, Gas & Consumable Fuels2.94%
Fast Moving Consumer Goods2.91%
Telecommunication2.84%
Metals & Mining2.48%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 21.5% p.a.₹10,000
10 years
Projected value
₹42,25,634
Invested: ₹12,00,000
Gained: ₹30,25,634
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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