WhiteOak Capital Mid Cap Fund Regular Plan Growth
Fund House: WhiteOak Capital Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 07-09-2022 |
| Asset Class: |
| Benchmark: BSE 150 MidCap TRI |
| TER: 1.85% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 4,338.47 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 245% | Exit Load: 1.00% (of applicable NAV); if Units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter |
19.882
0.12 (0.5834%)
23.18%
Benchmark: 17.43%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY MIDCAP 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.3 |
| Sharpe Ratio | 1.22 |
| Alpha | 2.84 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 1.63 | 19.23 | 24.18 | - | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 4.23 | 24.57 | 25.84 | 24.78 | 18.6 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 3.18 | 15.54 | 19.48 | 22.55 | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 3.15 | 17.84 | 24.41 | 25.59 | 18.53 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 2.82 | 18.85 | 21.16 | 22.98 | 16.23 |
| Tata Mid Cap Fund Regular Plan- Growth Option | 01-07-1994 | 0.71 | 13.8 | 20.7 | 21.11 | 16.15 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | -0.23 | 17.82 | 22.63 | 23.29 | 15.69 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | -0.75 | 15.82 | 19.77 | - | - |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | -1.02 | 15.5 | 19.14 | 21.31 | 15.5 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | -1.14 | 20.45 | 23.93 | 25.38 | 18.49 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.75%
Others
10.29%
Large Cap
6.56%
Mid Cap
65.4%
