WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Mid Cap NAV 13.902 0 08 December, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 07 September, 2022
Benchmark S&P BSE 150 MidCap TRI
Asset Size(Cr) 1067.7198
ISIN No. INF03VN01563
Turn over 0.0%
Min Investment ₹ 500
Min SIP Investment ₹ 0
Min Addl Investment ₹ 500
Exit Load Exit load of 1%, if redeemed within 1 month.
Expense Ratio 2.11
Fund Manager Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Shariq Merchant
Fund House WhiteOak Capital Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.77% 1.58% 2.37%
1 M 0.15% 4.02% 4.58%
3 M 6.78% 1.44% 3.22%
6 M 28.22% 0.35% -1.25%
1 Y 24.54% 7.25% 5.82%
2 Y - 12.49% 13.66%
3 Y - 23.79% 29.67%
5 Y - 12.46% 11.57%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 5.67
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

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 24.54% 0% 0%
HDFC Mid-Cap Opportunities Fund - Growth Plan 32.54% 34.46% 21.18%
Kotak Emerging Equity Scheme - Growth 21.77% 30.18% 21.65%
Axis Midcap Fund - Regular Plan - Growth 15.16% 22.6% 19.03%
DSP Midcap Fund - Regular Plan - Growth 20.7% 19.64% 16.73%

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