WhiteOak Capital Mid Cap Fund Regular Plan IDCW

WhiteOak Capital Mid Cap Fund Regular Plan IDCW is a scheme launched by WOC Mutual Fund on September 07, 2022, and falls under the Mid Cap fund category. It currently manages an AUM of Rs 3,500.44 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 500. It charges an expense ratio of 1.91% for managing the portfolio.

• 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 IDCW trailing returns over different times are 3.35% (1 year), 24.08% (3 year) and 0% (5 year). The average annual return of this fund stands at 1.19%.