WhiteOak Capital Mid Cap Fund Regular Plan Growth

WhiteOak Capital Mid Cap Fund Regular Plan Growth is a fund scheme from WOC mutual fund. It falls under a Mid Cap category. After being launched on 2022-09-07. WhiteOak Capital Mid Cap Fund Regular Plan Growth has achieved Rs 2657.43 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 500 to start the investment. The expense ratio of this fund is 1.91%.

• Investing Strategy:

  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.

• Performance:

  WhiteOak Capital Mid Cap Fund Regular Plan Growth trailing returns over different times are 11.85% (1 year), 0% (3 year), 0% (5 year). The average annual return of this fund stands at 11.85%

• Fund Manager & Portfolio Allocation:

  Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Industrials, Healthcare, Consumer Cyclical, Technology, , Sectors. First five holdings of this fund are Muthoot Finance Ltd, Indian Hotels Co Ltd, Max Healthcare Institute Ltd Ordinary Shares, Max Financial Services Ltd, PB Fintech Ltd, 91 DTB 10042025, 91 DTB 28032025, 182 DTB 20022025, 182 D Tbill Mat - 14/02/2025, India (Republic of), Clearing Corporation Of India Ltd, Net Receivables / (Payables) Companies.