WhiteOak Capital Mid Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP 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.)
HDFC Mid Cap Fund - Growth Plan Jun 25, 2007 13.94 25.39 24.52 1.36 92,641.55
Kotak Midcap Fund - Regular Plan - Growth Mar 30, 2007 8.08 20.43 20.62 1.38 60,636.84
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Oct 08, 1995 11.19 24.52 23.15 1.54 42,124.50
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 -3.17 22.64 25.49 1.55 36,880.18
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 7.99 19.02 16.75 1.56 31,717.15

Fund Holdings as on 31-December-2025

  • Clearing Corporation of India Ltd

  • Persistent Systems Limited

  • Bharti Hexacom Limited

  • Max Financial Services Limited

  • The Phoenix Mills Limited

  • Fortis Healthcare Limited

  • Muthoot Finance Limited

  • Coforge Limited

  • Info Edge (India) Limited

  • PB Fintech Limited

  • Laurus Labs Limited

  • Nippon Life India Asset Management Limited

  • Alkem Laboratories Limited

  • Indian Bank

  • Motilal Oswal Financial Services Limited

  • Berger Paints (I) Limited

  • Tube Investments of India Limited

  • Abbott India Limited

  • Coromandel International Limited

  • Hero MotoCorp Limited

  • Mankind Pharma Limited

  • Hindustan Petroleum Corporation Limited

  • Nexus Select Trust - REIT

  • IPCA Laboratories Limited

  • Eternal Limited

  • Lupin Limited

  • AIA Engineering Limited

  • Sona BLW Precision Forgings Limited

  • The Federal Bank Limited

  • National Aluminium Company Limited

  • Hitachi Energy India Limited

  • Narayana Hrudayalaya Limited

  • Petronet LNG Limited

  • Jindal Stainless Limited

  • 182 Days Tbill (MD 27/02/2026)

  • Cummins India Limited

  • GE Vernova T&D India Limited

  • Ajanta Pharma Limited

  • Aadhar Housing Finance Limited

  • Oil India Limited

  • 91 Days Tbill (MD 12/03/2026)

  • LG Electronics India Ltd

  • Godrej Industries Limited

  • KEI Industries Limited

  • Cigniti Technologies Limited

  • Supreme Industries Limited

  • NMDC Limited

  • REC Limited

  • Poly Medicure Limited

  • FSN E-Commerce Ventures Limited

  • Navin Fluorine International Limited

  • TD Power Systems Limited

  • 182 Days Tbill (MD 12/02/2026)

  • Aditya Infotech Limited

  • Dynamatic Technologies Limited

  • Acutaas Chemicals Limited

  • India Shelter Finance Corporation Limited

  • Metro Brands Limited

  • Endurance Technologies Limited

  • Vertis Infrastructure Trust

  • Multi Commodity Exchange of India Limited

  • 364 Days Tbill (MD 19/03/2026)

  • TBO Tek Limited

  • Azad Engineering Ltd

  • ICICI Lombard General Insurance Company Limited

  • Eureka Forbes Ltd

  • Ajax Engineering Limited

  • Colgate Palmolive (India) Limited

  • 360 One WAM Limited

  • Leela Palaces Hotels & Resorts Limited

  • Dalmia Bharat Limited

  • Delhivery Limited

  • 182 Days Tbill (MD 19/02/2026)

  • Neuland Laboratories Limited

  • CARE Ratings Limited

  • Kirloskar Oil Engines Limited

  • Safari Industries (India) Limited

  • 91 Days Tbill (MD 15/01/2026)

  • Awfis Space Solutions Limited

  • KRN Heat Exchanger And Refrigeration Limited

  • Lenskart Solutions Limited

  • Embassy Office Parks REIT

  • Intellect Design Arena Limited

  • Repco Home Finance Limited

  • Dixon Technologies (India) Limited

  • Onesource Specialty Pharma Limited

  • Travel Food Services Limited

  • Epack Prefab Technologies Limited

  • Gillette India Limited

  • Bharat Bijlee Limited

  • Wework India Management Limited

  • Sobha Limited

  • The South Indian Bank Limited

  • 3M India Limited

  • Lemon Tree Hotels Limited

  • Cholamandalam Financial Holdings Limited

  • Shilpa Medicare Limited

  • Krishna Institute Of Medical Sciences Limited

  • Newgen Software Technologies Limited

  • Emmvee Photovoltaic Power Limited

  • 91 Days Tbill (MD 19/02/2026)

  • Indiqube Spaces Limited

  • Jupiter Life Line Hospitals Limited

  • Rainbow Childrens Medicare Limited

  • Net Receivables / (Payables)

  • 91 Days Tbill (MD 08/01/2026)

  • 182 Days Tbill (MD 19/03/2026)

  • Brigade Enterprises Limited

  • ICICI Prudential Life Insurance Company Limited

  • National Securities Depository Limited

  • Carraro India Limited

  • Fine Organic Industries Limited

  • SHIVALIK BIMETAL CONTROLS LIMITED

  • 364 Days Tbill (MD 05/02/2026)

  • 91 Days Tbill (MD 26/02/2026)

  • Xpro India Limited

  • EMA Partners India Limited

  • KPIT Technologies Limited

  • Nucleus Software Exports Limited

  • Indigo Paints Limited

  • Piramal Pharma Limited

  • Jaro Institute Of Technology Management And Research Limited

  • AU Small Finance Bank Limited

  • Blue Star Limited

  • Page Industries Limited

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Miscellaneous

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Telecommunication - Service Provider

  • Finance - Others

  • Auto Ancillary

  • Finance - NBFC

  • Finance - Stock Broking

  • Electric Equipment

  • BPO/ITeS

  • Fintech

  • Finance - Asset Management

  • Bank - Public

  • e-Commerce

  • Paints

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Chemicals

  • Fertilizers

  • Automobile Two & Three Wheelers

  • Bank - Private

  • Refineries

  • Consumer Durables - Domestic Appliances

  • Castings/Forgings

  • Aluminium & Aluminium Products

  • Household & Personal Products

  • Steel & Iron Products

  • Plastic Products

  • Medical Equipment/Supplies/Accessories

  • Industrial Gases & Fuels

  • Diesel Engines

  • Oil Exploration

  • Cable

  • Hotel, Resort & Restaurants

  • Finance Term Lending

  • Mining & Minerals

  • Insurance

  • Trading

  • Compressors / Pumps

  • Retailing

  • Business Support

  • Travel Services

  • Cement & Construction Materials

  • Logistics

  • Ratings

  • Consumer Durables - Electronics

  • Restaurants

  • Diversified

  • Finance - Investment

  • Glass

  • Depository Services

  • Professional Services

  • Educational Institutions

  • Air Conditioners

  • Textile

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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 ₹4,447.55 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 ₹0.28(1.45%)yesterday to ₹19.334.

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