WhiteOak Capital Mid Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

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Fund Objective

The primary objective of the Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid- cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE 150 MidCap - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 11.26 20.55 30.63 1.44 49,645.85
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 10.73 25.21 33.44 1.58 34,690.03
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 18.09 29.52 37.63 1.58 27,780.18
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 8.40 18.54 31.51 1.67 21,512.11
Mirae Asset Midcap Fund - Regular Plan-Growth Jul 29, 2019 Unrated 2.73 17.94 29.79 1.68 15,414.99

Fund Holdings as on 30-April-2025

  • Clearing Corporation of India Ltd

  • Max Financial Services Limited

  • Persistent Systems Limited

  • The Indian Hotels Company Limited

  • Bharti Hexacom Limited

  • Max Healthcare Institute Limited

  • PB Fintech Limited

  • Muthoot Finance Limited

  • Hitachi Energy India Limited

  • Tube Investments of India Limited

  • The Federal Bank Limited

  • Coforge Limited

  • Nippon Life India Asset Management Limited

  • Lupin Limited

  • Info Edge (India) Limited

  • Oil India Limited

  • Fortis Healthcare Limited

  • Indian Bank

  • Coromandel International Limited

  • Nexus Select Trust - REIT

  • Eternal Limited

  • AIA Engineering Limited

  • Hindustan Petroleum Corporation Limited

  • Supreme Industries Limited

  • KEI Industries Limited

  • Ajanta Pharma Limited

  • Abbott India Limited

  • 360 One WAM Limited

  • ICICI Lombard General Insurance Company Limited

  • Motilal Oswal Financial Services Limited

  • 91 Days Tbill (MD 17/07/2025)

  • Trent Limited

  • IPCA Laboratories Limited

  • Poly Medicure Limited

  • Mankind Pharma Limited

  • Cigniti Technologies Limited

  • Aadhar Housing Finance Limited

  • 182 Days Tbill (MD 12/06/2025)

  • The Phoenix Mills Limited

  • Cummins India Limited

  • REC Limited

  • Balkrishna Industries Limited

  • Metro Brands Limited

  • Powergrid Infrastructure Investment Trust

  • Laurus Labs Limited

  • Godrej Industries Limited

  • Dalmia Bharat Limited

  • Blue Star Limited

  • Ajax Engineering Limited

  • Endurance Technologies Limited

  • India Shelter Finance Corporation Limited

  • Astral Limited

  • Awfis Space Solutions Limited

  • Power Finance Corporation Limited

  • Colgate Palmolive (India) Limited

  • Shriram Finance Limited

  • 364 Days Tbill (MD 23/05/2025)

  • NMDC Limited

  • Ami Organics Limited

  • 182 Days Tbill (MD 15/05/2025)

  • KRN Heat Exchanger And Refrigeration Limited

  • Syngene International Limited

  • Petronet LNG Limited

  • 91 Days Tbill (MD 26/06/2025)

  • 91 Days Tbill (MD 11/07/2025)

  • ACC Limited

  • Bharat Bijlee Limited

  • 91 Days Tbill (MD 19/06/2025)

  • Safari Industries (India) Limited

  • Sobha Limited

  • CARE Ratings Limited

  • Gillette India Limited

  • LIC Housing Finance Limited

  • Neuland Laboratories Limited

  • Navin Fluorine International Limited

  • TBO Tek Limited

  • Varun Beverages Limited

  • Newgen Software Technologies Limited

  • Shilpa Medicare Limited

  • Krishna Institute Of Medical Sciences Limited

  • 91 Days Tbill (MD 08/05/2025)

  • ICICI Prudential Life Insurance Company Limited

  • 3M India Limited

  • Page Industries Limited

  • Gujarat Gas Limited

  • Net Receivables / (Payables)

  • Embassy Office Parks REIT

  • Intellect Design Arena Limited

  • Jupiter Life Line Hospitals Limited

  • Onesource Specialty Pharma Limited

  • Cholamandalam Financial Holdings Limited

  • Rainbow Childrens Medicare Limited

  • Azad Engineering Ltd

  • Piramal Pharma Limited

  • Multi Commodity Exchange of India Limited

  • Oracle Financial Services Software Limited

  • Garware Technical Fibres Limited

  • Kirloskar Oil Engines Limited

  • 91 Days Tbill (MD 05/06/2025)

  • Brigade Enterprises Limited

  • SHIVALIK BIMETAL CONTROLS LIMITED

  • Container Corporation of India Limited

  • KSB Limited

  • Nucleus Software Exports Limited

  • Lemon Tree Hotels Limited

  • Fine Organic Industries Limited

  • 182 Days Tbill (MD 19/06/2025)

  • EMA Partners India Limited

  • Xpro India Limited

  • Carraro India Limited

  • Rolex Rings Limited

  • Honasa Consumer Limited

  • 182 Days Tbill (MD 05/06/2025)

  • Onward Technologies Limited

  • Gopal Snacks Limited

  • CMS Info System Limited

  • Sagility India Limited

  • Dixon Technologies (India) Limited

  • KPIT Technologies Limited

  • Jindal Stainless Limited

  • AU Small Finance Bank Limited

  • L&T Finance Limited

  • Computer Age Management Services Limited

  • Sona BLW Precision Forgings Limited

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • IT - Software

  • Hospital & Healthcare Services

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Auto Ancillary

  • Electric Equipment

  • Fintech

  • Bank - Private

  • Finance - Asset Management

  • Plastic Products

  • Finance - Housing

  • BPO/ITeS

  • Oil Exploration

  • Retailing

  • Bank - Public

  • Fertilizers

  • Engineering - Industrial Equipments

  • e-Commerce

  • Construction - Real Estate

  • Insurance

  • Household & Personal Products

  • Finance - Stock Broking

  • Finance Term Lending

  • Castings/Forgings

  • Refineries

  • Cable

  • Business Support

  • Chemicals

  • Cement & Construction Materials

  • Medical Equipment/Supplies/Accessories

  • Diesel Engines

  • Tyres & Allied

  • Air Conditioners

  • Textile

  • Mining & Minerals

  • Industrial Gases & Fuels

  • Consumer Food

  • Ratings

  • Travel Services

  • Diversified

  • Gas Transmission/Marketing

  • Finance - Investment

  • Metal - Non Ferrous

  • Logistics

  • Compressors / Pumps

  • Professional Services

  • Trading

  • Bearings

  • Consumer Durables - Electronics

  • Steel & Iron Products

  • Depository Services

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Fund Manager

  • Cash

  • Equity

  • REITs & InvITs

  • Sovereign

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About WhiteOak Capital Mid Cap Fund

Scheme Analysis

WhiteOak Capital Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to WhiteOak Capital Mutual Fund. It was launched on 07-Sep-2022 and currently has an AUM of ₹2,916.28 crore. WhiteOak Capital Mid Cap Fund is benchmarked against BSE 150 MidCap - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of WhiteOak Capital Mid Cap Fund ended up ₹0.65(3.8%)yesterday to ₹17.823.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, and

The WhiteOak Capital Mid Cap Fund is managed by Piyush Baranwal and Ramesh Mantri.

Fund House Contact

Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025

022-6918 7607
022 69187643