WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Mid Cap NAV 10.268 0 25 November, 2022
WhiteOak Capital Mid Cap Fund Regular Plan Growth was previously known as

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 07 September, 2022
Benchmark
Asset Size(Cr) 386.40 (As on 31-10-2022)
Turn over 0.0%
Min Investment ₹ 500
Min SIP Investment -
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 30 days
Expense Ratio 2.37% (As on 31-10-2022)
Fund Manager Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Shariq Merchant

Investment Returns (As on 25 Nov, 2022)

Duration Returns Benchmark Category
1 W 2.23% 0.76% 1.42%
1 M 0.68% 4.37% 1.03%
3 M - 5.14% 2.02%
6 M - 15.73% 16.92%
1 Y - 7.56% 2.29%
2 Y - 20.48% 27.33%
3 Y - 17.15% 23.19%
5 Y - 13.63% 11.92%

Risk Mesasures (As on 25 Nov, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Oct, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
WhiteOak Capital Mid Cap Fund Regular Plan Growth 0% 0% 0%
Kotak Emerging Equity Scheme - Growth 3.5% 24.43% 13.83%
HDFC Mid-Cap Opportunities Fund - Growth Plan 8.83% 23.86% 12.07%
Axis Midcap Fund - Regular Plan - Growth -6.56% 19.31% 15.49%
HSBC Midcap Fund - Regular Growth -2.12% 16.53% 7.48%
DSP Midcap Fund - Regular Plan - Growth -7.01% 15.53% 9.41%

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