WhiteOak Capital Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 29 Apr 2025₹18.16
Min. SIP amount₹100
RatingNA
Fund size₹2,744.56Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns-0.9%-4.4%13.0%78.8%
Category averageNANA7.0%NA
Rank with in category34185NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
15.6%28.3%26,028.34
5
10.4%25.5%72,610.08
4
12.4%24.7%33,174.74
4
12.2%20.0%48,128.71
4
8.0%17.9%20,890.26

Holdings (134)

NameSectorInstrumentAssets
FinancialEquity3.81%
TechnologyEquity3.45%
ServicesEquity3.39%
FinancialEquity3.35%
HealthcareEquity3.24%
The Federal Bank Ltd.
FinancialFutures3.08%
CommunicationEquity2.77%
ServicesEquity2.31%
TechnologyEquity2.25%
Capital GoodsEquity2.25%
HealthcareEquity2.01%
ServicesEquity1.90%
Dixon Technologies (India) Ltd.
Capital GoodsFutures1.79%
Sona BLW Precision Forgings Ltd.
AutomobileFutures1.77%
FinancialEquity1.70%
EnergyEquity1.65%
ConstructionREITs1.64%
Consumer StaplesEquity1.59%
AutomobileEquity1.58%
KPIT Technologies Ltd.
TechnologyFutures1.54%
ChemicalsEquity1.48%
FinancialEquity1.40%
Metals & MiningEquity1.40%
ServicesEquity1.34%
FinancialEquity1.23%
ChemicalsEquity1.21%
HealthcareEquity1.18%
Indian Bank
FinancialFutures1.17%
HealthcareEquity1.11%
HealthcareEquity1.11%
ServicesEquity1.10%
HealthcareEquity1.07%
FinancialEquity1.02%
Capital GoodsEquity1.02%
EnergyEquity1.00%
TechnologyEquity0.97%
HealthcareEquity0.91%
AutomobileEquity0.91%
Reserve Bank of India
FinancialT-Bills0.91%
InsuranceEquity0.88%
Reserve Bank of India
FinancialT-Bills0.86%
HealthcareEquity0.84%
ConstructionEquity0.82%
Consumer DiscretionaryEquity0.79%
ConstructionREITs0.77%
FinancialEquity0.77%
FinancialEquity0.77%
Consumer StaplesEquity0.67%
ServicesInvITs0.66%
Capital GoodsEquity0.65%
AutomobileEquity0.64%
Reserve Bank of India
FinancialT-Bills0.64%
Capital GoodsEquity0.60%
ConstructionEquity0.59%
FinancialEquity0.59%
ChemicalsEquity0.58%
Metals & MiningEquity0.57%
HealthcareEquity0.57%
HealthcareEquity0.55%
FinancialEquity0.55%
Reserve Bank of India
FinancialT-Bills0.54%
Capital GoodsEquity0.52%
Capital GoodsEquity0.51%
Reserve Bank of India
FinancialT-Bills0.51%
Capital GoodsEquity0.50%
Consumer StaplesEquity0.49%
ServicesEquity0.49%
ConstructionEquity0.48%
L&T Finance Ltd.
FinancialFutures0.47%
EnergyEquity0.45%
Computer Age Management Services Ltd.
ServicesFutures0.44%
Capital GoodsEquity0.43%
FinancialEquity0.41%
Consumer DiscretionaryEquity0.39%
HealthcareEquity0.38%
ConstructionEquity0.37%
Consumer StaplesEquity0.37%
Reserve Bank of India
FinancialT-Bills0.36%
Reserve Bank of India
FinancialT-Bills0.36%
FinancialEquity0.36%
HealthcareEquity0.35%
Metals & MiningEquity0.35%
ChemicalsEquity0.34%
HealthcareEquity0.31%
HealthcareEquity0.31%
TechnologyEquity0.30%
ServicesEquity0.30%
DiversifiedEquity0.30%
HealthcareEquity0.29%
EnergyEquity0.27%
HealthcareEquity0.27%
Page Industries Ltd.
TextilesFutures0.27%
HealthcareEquity0.27%
FinancialEquity0.27%
TechnologyEquity0.26%
Capital GoodsEquity0.26%
Jindal Stainless Ltd.
Metals & MiningFutures0.25%
Capital GoodsEquity0.25%
ServicesEquity0.24%
ServicesEquity0.24%
Reserve Bank of India
FinancialT-Bills0.24%
Capital GoodsEquity0.24%
AU Small Finance Bank Ltd.
FinancialFutures0.24%
Capital GoodsEquity0.23%
TechnologyEquity0.23%
ConstructionEquity0.23%
ServicesEquity0.22%
ServicesEquity0.21%
TextilesEquity0.20%
TechnologyEquity0.19%
ServicesEquity0.18%
ServicesEquity0.18%
Reserve Bank of India
FinancialT-Bills0.18%
ChemicalsEquity0.18%
ChemicalsEquity0.16%
Reserve Bank of India
FinancialT-Bills0.15%
ServicesEquity0.14%
ServicesEquity0.13%
Capital GoodsEquity0.13%
Consumer StaplesEquity0.12%
Consumer StaplesEquity0.12%
Reserve Bank of India
FinancialT-Bills0.11%
Reserve Bank of India
FinancialT-Bills0.11%
InsuranceEquity0.10%
TechnologyEquity0.10%
Consumer StaplesEquity0.09%
ServicesEquity0.05%
FinancialEquity0.04%
TechnologyEquity0.01%
TextilesEquity0.01%
FinancialEquity0.00%
FinancialEquity0.00%
ServicesEquity0.00%
AutomobileEquity0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 0.69%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 1 month.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹100

Fund management

Fund house & investment objective

Fund house contact details

Address
Unit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Phone
180030003060
Launch Date
03 Jul 2018
E-mail
NA
WhiteOak Capital Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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