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WhiteOak Capital Mid Cap Fund Direct Growth
+26.29%
3Y annualised
+0.15% 1D
NAV: 20 Mar '26
₹19.21
Min. for SIP
₹100
Fund size
₹4,694.85 Cr
Expense ratio
0.64%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,357 | -4.29% | |
| 6 months | ₹30,000 | ₹28,141 | -6.20% | |
| 1 year | ₹60,000 | ₹58,118 | -3.14% | |
| 3 years | ₹1,80,000 | ₹2,13,600 | +18.67% |
Holdings (130)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Max Financial Services Ltd. | Financial | Equity | 3.84% |
| The Federal Bank Ltd. | Financial | Equity | 3.46% |
| The Phoenix Mills Ltd. | Construction | Equity | 3.24% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 3.14% |
| Bharti Hexacom Ltd. | Communication | Equity | 2.87% |
| Persistent Systems Ltd. | Technology | Futures | 2.54% |
| PB Fintech Ltd. | Services | Equity | 2.41% |
| Info Edge (India) Ltd. | Services | Equity | 2.32% |
| Muthoot Finance Ltd. | Financial | Equity | 2.27% |
| Kei Industries Ltd. | Capital Goods | Futures | 2.21% |
| Indian Bank | Financial | Equity | 2.11% |
| Laurus Labs Ltd. | Healthcare | Equity | 2.11% |
| Marico Ltd. | Consumer Staples | Equity | 2.06% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.98% |
| Coforge Ltd. | Technology | Equity | 1.96% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.90% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 1.82% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.79% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.72% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.51% |
| Oil India Ltd. | Energy | Equity | 1.48% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.41% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 1.40% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.38% |
| Nifty Bank | Financial | ID | 1.33% |
| Petronet LNG Ltd. | Energy | Equity | 1.25% |
| Coromandel International Ltd. | Chemicals | Equity | 1.25% |
| Nexus Select Trust | Construction | REITs | 1.24% |
| Mankind Pharma Ltd. | Healthcare | Futures | 1.24% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.24% |
| Cummins India Ltd. | Capital Goods | Equity | 1.20% |
| Abbott India Ltd. | Healthcare | Equity | 1.18% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.17% |
| Lupin Ltd. | Healthcare | Equity | 1.17% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.07% |
| 360 One Wam Ltd. | Financial | Equity | 1.00% |
| Eternal Ltd. | Services | Equity | 1.00% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.98% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.97% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.94% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 0.89% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 0.85% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.82% |
| Aadhar Housing Finance Ltd | Financial | Equity | 0.81% |
| REC Ltd. | Financial | Equity | 0.76% |
| Reserve Bank of India | Financial | T-Bills | 0.74% |
| Aditya Infotech Ltd. | Communication | Equity | 0.74% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.72% |
| Godrej Industries Ltd. | Consumer Staples | Equity | 0.71% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Futures | 0.66% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.65% |
| Acutaas Chemicals Ltd. | Healthcare | Equity | 0.64% |
| Reserve Bank of India | Financial | T-Bills | 0.63% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.63% |
| Reserve Bank of India | Financial | T-Bills | 0.61% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.59% |
| NMDC Ltd. | Metals & Mining | Equity | 0.58% |
| Reserve Bank of India | Financial | T-Bills | 0.57% |
| Dynamatic Technologies Ltd. | Automobile | Equity | 0.54% |
| Cigniti Technologies Ltd. | Technology | Equity | 0.53% |
| Persistent Systems Ltd. | Technology | Equity | 0.53% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.52% |
| Azad Engineering Ltd. | Capital Goods | Equity | 0.51% |
| Blue Star Ltd. | Consumer Discretionary | Futures | 0.51% |
| Endurance Technologies Ltd. | Automobile | Equity | 0.51% |
| Vertis Infrastructure Trust | Construction | InvITs | 0.48% |
| Embassy Office Parks REIT | Construction | REITs | 0.47% |
| Reserve Bank of India | Financial | T-Bills | 0.47% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.46% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Futures | 0.45% |
| The South Indian Bank Ltd. | Financial | Equity | 0.45% |
| KRN Heat Exchanger And Refrigeration Ltd. | Capital Goods | Equity | 0.42% |
| Poly Medicure Ltd. | Healthcare | Equity | 0.42% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 0.41% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.39% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.38% |
| TBO Tek Ltd. | Services | Equity | 0.38% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.36% |
| Five-Star Business Finance Ltd. | Financial | Equity | 0.36% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.36% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.35% |
| Ajax Engineering Ltd. | Capital Goods | Equity | 0.35% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.35% |
| Care Ratings Ltd. | Services | Equity | 0.34% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.33% |
| Reserve Bank of India | Financial | T-Bills | 0.32% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 0.30% |
| Travel Food Services Ltd. | Services | Equity | 0.28% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.28% |
| Repco Home Finance Ltd. | Financial | Equity | 0.25% |
| Carraro India Ltd. | Capital Goods | Equity | 0.25% |
| International Gemmological Institute (India) Ltd. | Consumer Discretionary | Equity | 0.25% |
| Intellect Design Arena Ltd. | Technology | Equity | 0.24% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.23% |
| 3M India Ltd. | Consumer Staples | Equity | 0.23% |
| Sobha Ltd. | Construction | Equity | 0.21% |
| Bharat Bijlee Ltd. | Capital Goods | Equity | 0.21% |
| Shilpa Medicare Ltd. | Healthcare | Equity | 0.21% |
| Ather Energy Ltd. | Automobile | Equity | 0.21% |
| CarTrade Tech Ltd. | Services | Equity | 0.20% |
| WeWork India Management Ltd. | Services | Equity | 0.19% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.19% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.18% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 0.18% |
| KPIT Technologies Ltd. | Technology | Equity | 0.17% |
| Emmvee Photovoltaic Power Ltd. | Energy | Equity | 0.17% |
| EPack Prefab Technologies Ltd. | Metals & Mining | Equity | 0.16% |
| Reserve Bank of India | Financial | T-Bills | 0.15% |
| Lemon Tree Hotels Ltd. | Services | Equity | 0.15% |
| Indiqube Spaces Ltd. | Services | Equity | 0.13% |
| Reserve Bank of India | Financial | T-Bills | 0.13% |
| Page Industries Ltd. | Textiles | Futures | 0.13% |
| Fine Organic Industries Ltd. | Chemicals | Equity | 0.12% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.12% |
| Newgen Software Technologies Ltd. | Technology | Equity | 0.11% |
| Omnitech Engineering Ltd. | Capital Goods | Equity | 0.11% |
| National Securities Depository Ltd | Financial | Equity | 0.10% |
| Orkla India Ltd. | Consumer Staples | Equity | 0.10% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.10% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.09% |
| Info Edge (India) Ltd. | Services | Futures | 0.09% |
| Xpro India Ltd. | Chemicals | Equity | 0.07% |
| EMA Partners India Ltd. | Services | Equity | 0.07% |
| KPIT Technologies Ltd. | Technology | Futures | 0.07% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.04% |
| Indigo Paints Ltd. | Chemicals | Equity | 0.04% |
| Kei Industries Ltd. | Capital Goods | Equity | 0.02% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.01% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 0.00% |
| Page Industries Ltd. | Textiles | Equity | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -7.2% | +10.2% | +26.3% | +20.3% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 5 | 1 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 1 month.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +10.23% | +26.29% | 4,694.85 | |
Edelweiss Mid Cap Direct Plan Growth | +8.79% | +25.58% | 14,355.22 | |
Nippon India Growth Mid Cap Fund Direct Growth | +9.99% | +25.51% | 43,982.51 | |
HDFC Mid Cap Fund Direct Growth | +8.83% | +24.24% | 94,256.90 | |
Sundaram Mid Cap Fund Direct Growth | +8.54% | +24.00% | 13,235.50 | |
| Compare | ||||
Fund management
PBPiyush BaranwalAug 2022 - PresentView details
PB
Piyush Baranwal
Aug 2022 - Present
View details
AAAshish AgrawalJan 2025 - PresentView details
AA
Ashish Agrawal
Jan 2025 - Present
View details
RMRamesh MantriAug 2022 - PresentView details
RM
Ramesh Mantri
Aug 2022 - Present
View details
TATrupti AgrawalSep 2022 - PresentView details
TA
Trupti Agrawal
Sep 2022 - Present
View details
DPDheeresh PathakApr 2024 - PresentView details
DP
Dheeresh Pathak
Apr 2024 - Present
View details
About WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 03 Jul 2018. Piyush Baranwal is the Current Fund Manager of WhiteOak Capital Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹33,884 Cr and the Latest NAV as of 20 Mar 2026 is ₹19.21.
The WhiteOak Capital Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 1 month.
;
Investment Objective
The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.
Fund benchmarkBSE 150 MidCap Total Return Index
Fund house
Rank (total assets)--
Total AUM₹33,884.45 Cr
Date of Incorporation03 Jul 2018
Launch Date03 Jul 2018
AddressUnit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,