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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 · 1.86%Inception · 07-09-2022
NAV
₹21.72
-0.49% · as of 14-07-2026
Since inception
22.08%
CAGR
Benchmark (inception)
17.21%
CAGR
Fund size
₹6,171 Cr
AUM
Expense ratio
1.86%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +22.08% CAGR vs benchmark +17.21%.
Portfolio
Where the money is invested
Top holdings
Clearing Corporation of India Ltd6.02%
THE PHOENIX MILLS LIMITED EQ NEW RS.2/-3.14%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-3.03%
Bharti Hexacom Limited2.75%
FORTIS HEALTHCARE LIMITED. EQ2.62%
Coforge Limited2.50%
PB FINTECH LIMITED EQ NEW FV RS. 2/-2.44%
HITACHI ENERGY INDIA LIMITED EQ2.36%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-2.36%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-2.19%
Sector allocation
Financial Services19.62%
Capital Goods13.84%
Healthcare13.35%
Consumer Services7.81%
Automobile and Auto Components4.56%
Realty4.40%
Information Technology3.59%
Oil, Gas & Consumable Fuels3.21%
Metals & Mining3.04%
Fast Moving Consumer Goods2.86%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 22.1% p.a.₹10,000
10 years
Projected value
₹43,81,752
Invested: ₹12,00,000
Gained: ₹31,81,752
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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