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WhiteOak Capital Mid Cap Fund Direct Growth
Equity
Mid Cap
Very High Risk
+28.32%
3Y annualised
-1.19% 1D
NAV: 27 Feb '26
₹20.62
Min. for SIP
₹100
Fund size
₹4,467.89 Cr
Expense ratio
0.59%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,580 | -2.80% | |
| 6 months | ₹30,000 | ₹29,676 | -1.08% | |
| 1 year | ₹60,000 | ₹62,909 | +4.85% | |
| 3 years | ₹1,80,000 | ₹2,36,165 | +31.20% |
Holdings (134)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Persistent Systems Ltd. | Technology | Equity | 3.92% |
| Max Financial Services Ltd. | Financial | Equity | 3.50% |
| The Phoenix Mills Ltd. | Construction | Equity | 3.28% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.98% |
| Bharti Hexacom Ltd. | Communication | Equity | 2.90% |
| Info Edge (India) Ltd. | Services | Equity | 2.84% |
| Muthoot Finance Ltd. | Financial | Equity | 2.67% |
| Coforge Ltd. | Technology | Equity | 2.54% |
| PB Fintech Ltd. | Services | Equity | 2.38% |
| The Federal Bank Ltd. | Financial | Futures | 2.28% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 2.01% |
| Indian Bank | Financial | Equity | 1.99% |
| Laurus Labs Ltd. | Healthcare | Equity | 1.99% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.96% |
| Marico Ltd. | Consumer Staples | Equity | 1.86% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 1.80% |
| Kei Industries Ltd. | Capital Goods | Futures | 1.77% |
| Oil India Ltd. | Energy | Equity | 1.58% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.52% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.47% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.41% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.40% |
| Nifty Bank | Financial | ID | 1.38% |
| Coromandel International Ltd. | Chemicals | Equity | 1.35% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.33% |
| Abbott India Ltd. | Healthcare | Equity | 1.29% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.26% |
| Nexus Select Trust | Construction | REITs | 1.24% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.24% |
| The Federal Bank Ltd. | Financial | Equity | 1.21% |
| Eternal Ltd. | Services | Equity | 1.16% |
| Lupin Ltd. | Healthcare | Equity | 1.15% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.14% |
| Petronet LNG Ltd. | Energy | Equity | 1.13% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.09% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 1.06% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 1.04% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.02% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 0.99% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.98% |
| 360 One Wam Ltd. | Financial | Equity | 0.92% |
| Reserve Bank of India | Financial | T-Bills | 0.89% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 0.87% |
| REC Ltd. | Financial | Equity | 0.83% |
| Aadhar Housing Finance Ltd | Financial | Equity | 0.80% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.80% |
| Cummins India Ltd. | Capital Goods | Equity | 0.78% |
| Reserve Bank of India | Financial | T-Bills | 0.78% |
| Godrej Industries Ltd. | Consumer Staples | Equity | 0.74% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.67% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Futures | 0.66% |
| Cigniti Technologies Ltd. | Technology | Equity | 0.66% |
| NMDC Ltd. | Metals & Mining | Equity | 0.61% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.60% |
| Acutaas Chemicals Ltd. | Healthcare | Equity | 0.60% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.60% |
| Reserve Bank of India | Financial | T-Bills | 0.56% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.54% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.53% |
| Poly Medicure Ltd. | Healthcare | Equity | 0.53% |
| Aditya Infotech Ltd. | Communication | Equity | 0.51% |
| Embassy Office Parks REIT | Construction | REITs | 0.50% |
| Vertis Infrastructure Trust | Construction | InvITs | 0.50% |
| Blue Star Ltd. | Consumer Discretionary | Futures | 0.50% |
| Dynamatic Technologies Ltd. | Automobile | Equity | 0.50% |
| Reserve Bank of India | Financial | T-Bills | 0.49% |
| Endurance Technologies Ltd. | Automobile | Equity | 0.49% |
| TBO Tek Ltd. | Services | Equity | 0.45% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.43% |
| The South Indian Bank Ltd. | Financial | Equity | 0.43% |
| KPIT Technologies Ltd. | Technology | Futures | 0.42% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Futures | 0.42% |
| Azad Engineering Ltd. | Capital Goods | Equity | 0.42% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.41% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.40% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 0.40% |
| Ajax Engineering Ltd. | Capital Goods | Equity | 0.39% |
| Reserve Bank of India | Financial | T-Bills | 0.38% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.38% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.37% |
| Care Ratings Ltd. | Services | Equity | 0.36% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.34% |
| Reserve Bank of India | Financial | T-Bills | 0.33% |
| Intellect Design Arena Ltd. | Technology | Equity | 0.33% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.33% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 0.33% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.32% |
| Hitachi Energy India Ltd. | Capital Goods | Futures | 0.31% |
| Repco Home Finance Ltd. | Financial | Equity | 0.28% |
| KRN Heat Exchanger And Refrigeration Ltd. | Capital Goods | Equity | 0.28% |
| Cummins India Ltd. | Capital Goods | Futures | 0.28% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.26% |
| Travel Food Services Ltd. | Services | Equity | 0.26% |
| Bharat Bijlee Ltd. | Capital Goods | Equity | 0.26% |
| AU Small Finance Bank Ltd. | Financial | Futures | 0.25% |
| Sobha Ltd. | Construction | Equity | 0.23% |
| WeWork India Management Ltd. | Services | Equity | 0.23% |
| 3M India Ltd. | Consumer Staples | Equity | 0.22% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.19% |
| EPack Prefab Technologies Ltd. | Metals & Mining | Equity | 0.19% |
| Shilpa Medicare Ltd. | Healthcare | Equity | 0.19% |
| FSN E-Commerce Ventures Ltd. | Services | Futures | 0.18% |
| Emmvee Photovoltaic Power Ltd. | Energy | Equity | 0.18% |
| Lemon Tree Hotels Ltd. | Services | Equity | 0.18% |
| Reserve Bank of India | Financial | T-Bills | 0.17% |
| Multi Commodity Exchange Of India Ltd. | Services | Futures | 0.17% |
| 360 One Wam Ltd. | Financial | Futures | 0.17% |
| Reserve Bank of India | Financial | T-Bills | 0.16% |
| Mankind Pharma Ltd. | Healthcare | Futures | 0.15% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 0.15% |
| Indiqube Spaces Ltd. | Services | Equity | 0.14% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 0.14% |
| Reserve Bank of India | Financial | T-Bills | 0.13% |
| Page Industries Ltd. | Textiles | Futures | 0.13% |
| Newgen Software Technologies Ltd. | Technology | Equity | 0.13% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.12% |
| Fine Organic Industries Ltd. | Chemicals | Equity | 0.12% |
| National Securities Depository Ltd | Financial | Equity | 0.11% |
| Carraro India Ltd. | Capital Goods | Equity | 0.11% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.11% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.10% |
| Reserve Bank of India | Financial | T-Bills | 0.08% |
| Reserve Bank of India | Financial | T-Bills | 0.08% |
| Xpro India Ltd. | Chemicals | Equity | 0.08% |
| KPIT Technologies Ltd. | Technology | Equity | 0.07% |
| EMA Partners India Ltd. | Services | Equity | 0.07% |
| International Gemmological Institute (India) Ltd. | Consumer Discretionary | Equity | 0.05% |
| 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% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.00% |
| 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 | +4.0% | +25.2% | +28.3% | +23.1% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 13 | 2 | -- |
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 | +25.17% | +28.32% | 4,467.89 | |
Edelweiss Mid Cap Direct Plan Growth | +25.74% | +28.24% | 13,801.71 | |
Nippon India Growth Mid Cap Fund Direct Growth | +27.20% | +28.14% | 41,727.36 | |
HDFC Mid Cap Fund Direct Growth | +25.38% | +27.43% | 92,186.87 | |
Sundaram Mid Cap Fund Direct Growth | +25.91% | +26.56% | 12,917.24 | |
| 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 ₹32,686 Cr and the Latest NAV as of 27 Feb 2026 is ₹20.62.
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.
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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)NA
Total AUM₹32,686.09 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,