WhiteOak Capital Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 14-08-2025

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 Midcap Fund - Regular Plan - Growth Mar 30, 2007 5.22 21.37 28.09 1.39 57,375.20
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Oct 08, 1995 4.57 24.63 29.23 1.55 38,581.28
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 3.93 28.00 33.90 1.56 33,608.53
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 3.67 17.79 22.57 1.56 31,383.93
SBI Midcap Fund - REGULAR PLAN - GROWTH Mar 29, 2005 -3.15 15.32 25.73 1.67 22,546.50

Fund Holdings as on 31-July-2025

  • Bharti Hexacom Limited

  • Max Financial Services Limited

  • Muthoot Finance Limited

  • Persistent Systems Limited

  • Coforge Limited

  • The Federal Bank Limited

  • PB Fintech Limited

  • Fortis Healthcare Limited

  • Clearing Corporation of India Ltd

  • Hitachi Energy India Limited

  • Tube Investments of India Limited

  • Nippon Life India Asset Management Limited

  • Laurus Labs Limited

  • Coromandel International Limited

  • KEI Industries Limited

  • Abbott India Limited

  • Oil India Limited

  • Cummins India Limited

  • Nexus Select Trust - REIT

  • Eternal Limited

  • Info Edge (India) Limited

  • Kaynes Technology India Limited

  • IPCA Laboratories Limited

  • Motilal Oswal Financial Services Limited

  • 360 One WAM Limited

  • Lupin Limited

  • Hindustan Petroleum Corporation Limited

  • Supreme Industries Limited

  • Colgate Palmolive (India) Limited

  • Net Receivables / (Payables)

  • AIA Engineering Limited

  • Max Healthcare Institute Limited

  • GE Vernova T&D India Limited

  • Ajanta Pharma Limited

  • The Phoenix Mills Limited

  • Aadhar Housing Finance Limited

  • ICICI Lombard General Insurance Company Limited

  • Godrej Industries Limited

  • Indian Bank

  • Cigniti Technologies Limited

  • The Indian Hotels Company Limited

  • Poly Medicure Limited

  • Trent Limited

  • Dixon Technologies (India) Limited

  • 364 Days Tbill (MD 03/10/2025)

  • 182 Days Tbill (MD 18/09/2025)

  • Metro Brands Limited

  • Endurance Technologies Limited

  • Mankind Pharma Limited

  • Navin Fluorine International Limited

  • Ajax Engineering Limited

  • TD Power Systems Limited

  • AU Small Finance Bank Limited

  • Balkrishna Industries Limited

  • Dalmia Bharat Limited

  • 91 Days Tbill (MD 04/09/2025)

  • REC Limited

  • India Shelter Finance Corporation Limited

  • Acutaas Chemicals Limited

  • Schloss Bangalore Limited

  • Awfis Space Solutions Limited

  • L&T Finance Limited

  • Astral Limited

  • KRN Heat Exchanger And Refrigeration Limited

  • Power Finance Corporation Limited

  • NMDC Limited

  • CARE Ratings Limited

  • 182 Days Tbill (MD 07/08/2025)

  • Embassy Office Parks REIT

  • Gillette India Limited

  • Onesource Specialty Pharma Limited

  • 364 Days Tbill (MD 15/08/2025)

  • Azad Engineering Ltd

  • Computer Age Management Services Limited

  • Sobha Limited

  • Jindal Stainless Limited

  • Syngene International Limited

  • Shilpa Medicare Limited

  • Petronet LNG Limited

  • Safari Industries (India) Limited

  • Bharat Bijlee Limited

  • ACC Limited

  • TBO Tek Limited

  • Neuland Laboratories Limited

  • IRB InvIT Fund

  • Intellect Design Arena Limited

  • Krishna Institute Of Medical Sciences Limited

  • LIC Housing Finance Limited

  • 91 Days Tbill (MD 02/10/2025)

  • Varun Beverages Limited

  • Travel Food Services Limited

  • Lemon Tree Hotels Limited

  • ICICI Prudential Life Insurance Company Limited

  • Multi Commodity Exchange of India Limited

  • 3M India Limited

  • Newgen Software Technologies Limited

  • National Securities Depository Limited **

  • Kirloskar Oil Engines Limited

  • Eureka Forbes Ltd

  • Rainbow Childrens Medicare Limited

  • Gujarat Gas Limited

  • 182 Days Tbill (MD 04/09/2025)

  • SHIVALIK BIMETAL CONTROLS LIMITED

  • Cholamandalam Financial Holdings Limited

  • Jupiter Life Line Hospitals Limited

  • Garware Technical Fibres Limited

  • Nucleus Software Exports Limited

  • Piramal Pharma Limited

  • Fine Organic Industries Limited

  • Brigade Enterprises Limited

  • Indiqube Spaces Limited

  • 91 Days Tbill (MD 01/08/2025)

  • Sambhv Steel Tubes Ltd

  • Carraro India Limited

  • Container Corporation of India Limited

  • 182 Days Tbill (MD 23/10/2025)

  • Xpro India Limited

  • Rolex Rings Limited

  • Gland Pharma Limited

  • Honasa Consumer Limited

  • Onward Technologies Limited

  • Elgi Equipments Limited

  • Ecos India Mobility And Hospitality Ltd

  • EMA Partners India Limited

  • Gopal Snacks Limited

  • 91 Days Tbill (MD 16/10/2025)

  • 91 Days Tbill (MD 23/10/2025)

  • Le Travenues Technology Ltd

  • Sagility India Limited

  • KSB Limited

  • Blue Star Limited

  • Page Industries Limited

  • KPIT Technologies Limited

  • Sona BLW Precision Forgings Limited

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - Others

  • Electric Equipment

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Miscellaneous

  • Telecommunication - Service Provider

  • Bank - Private

  • Auto Ancillary

  • Fintech

  • Finance - Asset Management

  • Household & Personal Products

  • Plastic Products

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Chemicals

  • Fertilizers

  • Cable

  • Hotel, Resort & Restaurants

  • Oil Exploration

  • Finance - Stock Broking

  • Construction - Real Estate

  • Diesel Engines

  • Retailing

  • BPO/ITeS

  • e-Commerce

  • Electronics - Components

  • Refineries

  • Business Support

  • Insurance

  • Castings/Forgings

  • Finance Term Lending

  • Cement & Construction Materials

  • Bank - Public

  • Medical Equipment/Supplies/Accessories

  • Consumer Durables - Electronics

  • Depository Services

  • Tyres & Allied

  • Steel & Iron Products

  • Mining & Minerals

  • Ratings

  • Travel Services

  • Consumer Food

  • Industrial Gases & Fuels

  • Restaurants

  • Diversified

  • Consumer Durables - Domestic Appliances

  • Gas Transmission/Marketing

  • Metal - Non Ferrous

  • Finance - Investment

  • Textile

  • Compressors / Pumps

  • Logistics

  • Trading

  • Bearings

  • Professional Services

  • Air Conditioners

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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 ₹3,500.44 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 ₹0.05(0.26%)yesterday to ₹19.012.

Among its top 3 holdings the fund has exposure to Bharti Hexacom Limited, 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