WhiteOak Capital Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 23-03-2026

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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  • 52 Week High Nav Date

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 8.15 23.45 20.59 1.36 94,256.90
Kotak Midcap Fund - Regular Plan - Growth Mar 30, 2007 8.05 19.44 17.38 1.38 61,694.40
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Oct 08, 1995 9.10 24.51 20.55 1.52 43,982.51
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 -8.29 19.33 20.89 1.57 33,689.20
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 5.56 18.63 14.31 1.56 31,977.12

Fund Holdings as on 28-February-2026

  • Clearing Corporation of India Ltd

  • Max Financial Services Limited

  • The Federal Bank Limited

  • The Phoenix Mills Limited

  • Fortis Healthcare Limited

  • Bharti Hexacom Limited

  • PB Fintech Limited

  • Info Edge (India) Limited

  • Muthoot Finance Limited

  • Indian Bank

  • Laurus Labs Limited

  • Marico Limited

  • Nippon Life India Asset Management Limited

  • Coforge Limited

  • Alkem Laboratories Limited

  • National Aluminium Company Limited

  • Tube Investments of India Limited

  • Hitachi Energy India Limited

  • IPCA Laboratories Limited

  • Oil India Limited

  • GE Vernova T&D India Limited

  • FSN E-Commerce Ventures Limited

  • Berger Paints (I) Limited

  • Petronet LNG Limited

  • Coromandel International Limited

  • Nexus Select Trust - REIT

  • Hero MotoCorp Limited

  • Cummins India Limited

  • Abbott India Limited

  • Sona BLW Precision Forgings Limited

  • Lupin Limited

  • Hindustan Petroleum Corporation Limited

  • 360 One WAM Limited

  • Eternal Limited

  • Motilal Oswal Financial Services Limited

  • AIA Engineering Limited

  • Vishal Mega Mart Limited

  • Jindal Stainless Limited

  • Narayana Hrudayalaya Limited

  • Ajanta Pharma Limited

  • Aadhar Housing Finance Limited

  • REC Limited

  • 91 Days Tbill (MD 12/03/2026)

  • Aditya Infotech Limited

  • Supreme Industries Limited

  • Godrej Industries Limited

  • TD Power Systems Limited

  • Acutaas Chemicals Limited

  • 91 Days Tbill (MD 14/05/2026)

  • Multi Commodity Exchange of India Limited

  • 91 Days Tbill (MD 22/05/2026)

  • Navin Fluorine International Limited

  • NMDC Limited

  • 364 Days Tbill (MD 07/05/2026)

  • Dynamatic Technologies Limited

  • Cigniti Technologies Limited

  • Persistent Systems Limited

  • Colgate Palmolive (India) Limited

  • Azad Engineering Ltd

  • Endurance Technologies Limited

  • Vertis Infrastructure Trust

  • Embassy Office Parks REIT

  • 364 Days Tbill (MD 19/03/2026)

  • India Shelter Finance Corporation Limited

  • The South Indian Bank Limited

  • KRN Heat Exchanger And Refrigeration Limited

  • Poly Medicure Limited

  • Leela Palaces Hotels & Resorts Limited

  • Kirloskar Oil Engines Limited

  • Dalmia Bharat Limited

  • TBO Tek Limited

  • PNB Housing Finance Limited

  • Five Star Business Finance Limited

  • Lenskart Solutions Limited

  • Metro Brands Limited

  • Ajax Engineering Limited

  • Mankind Pharma Limited

  • CARE Ratings Limited

  • Eureka Forbes Ltd

  • 182 Days Tbill (MD 03/04/2026)

  • Neuland Laboratories Limited

  • Travel Food Services Limited

  • Safari Industries (India) Limited

  • Repco Home Finance Limited

  • Carraro India Limited

  • International Gemmological Institute India Ltd

  • Intellect Design Arena Limited

  • AU Small Finance Bank Limited

  • 3M India Limited

  • Sobha Limited

  • Bharat Bijlee Limited

  • Shilpa Medicare Limited

  • Ather Energy Limited

  • Cartrade Tech Limited

  • Wework India Management Limited

  • Awfis Space Solutions Limited

  • Cholamandalam Financial Holdings Limited

  • Krishna Institute Of Medical Sciences Limited

  • KPIT Technologies Limited

  • Emmvee Photovoltaic Power Limited

  • Epack Prefab Technologies Limited

  • 182 Days Tbill (MD 19/03/2026)

  • Lemon Tree Hotels Limited

  • Indiqube Spaces Limited

  • 182 Days Tbill (MD 09/04/2026)

  • Fine Organic Industries Limited

  • ICICI Prudential Life Insurance Company Limited

  • Newgen Software Technologies Limited

  • Omnitech Engineering Limited **

  • National Securities Depository Limited

  • Orkla India Limited

  • SHIVALIK BIMETAL CONTROLS LIMITED

  • Brigade Enterprises Limited

  • Net Receivables / (Payables)

  • Xpro India Limited

  • EMA Partners India Limited

  • Dixon Technologies (India) Limited

  • Indigo Paints Limited

  • KEI Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • Blue Star Limited

  • Page Industries Limited

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Hospital & Healthcare Services

  • Bank - Private

  • Electric Equipment

  • Finance - Others

  • Auto Ancillary

  • Construction - Real Estate

  • IT - Software

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Finance - Stock Broking

  • Fintech

  • e-Commerce

  • BPO/ITeS

  • Bank - Public

  • Edible Oil

  • Finance - Asset Management

  • Finance - Housing

  • Aluminium & Aluminium Products

  • Engineering - Industrial Equipments

  • Oil Exploration

  • Automobile Two & Three Wheelers

  • Chemicals

  • Paints

  • Retailing

  • Industrial Gases & Fuels

  • Fertilizers

  • Diesel Engines

  • Refineries

  • Steel & Iron Products

  • Castings/Forgings

  • Plastic Products

  • Household & Personal Products

  • Medical Equipment/Supplies/Accessories

  • Finance Term Lending

  • Trading

  • Mining & Minerals

  • Business Support

  • Hotel, Resort & Restaurants

  • Compressors / Pumps

  • Cement & Construction Materials

  • Travel Services

  • Ratings

  • Consumer Durables - Domestic Appliances

  • Restaurants

  • Diversified

  • Automobiles - Dealers & Distributors

  • Finance - Investment

  • Glass

  • Insurance

  • Consumer Food

  • Depository Services

  • Professional Services

  • Consumer Durables - Electronics

  • Cable

  • 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 ₹4,694.85 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 down ₹-0.6(-3.28%)yesterday to ₹17.58.

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