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WhiteOak Capital Mid Cap Fund Direct Growth
Equity
Mid Cap
Very High Risk
+27.07%
3Y annualised
-0.48% 1D
NAV: 19 Jan '26
₹20.79
Min. SIP amount
₹100
Fund size
₹4,447.55 Cr
Expense ratio
0.53%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,066 | +6.78% | |
| 3 years | ₹1,80,000 | ₹2,40,870 | +33.82% |
Holdings (142)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Persistent Systems Ltd. | Technology | Equity | 3.84% |
| Bharti Hexacom Ltd. | Communication | Equity | 3.69% |
| Max Financial Services Ltd. | Financial | Equity | 3.54% |
| The Phoenix Mills Ltd. | Construction | Equity | 3.44% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.91% |
| Muthoot Finance Ltd. | Financial | Equity | 2.77% |
| Coforge Ltd. | Technology | Equity | 2.57% |
| Info Edge (India) Ltd. | Services | Equity | 2.56% |
| PB Fintech Ltd. | Services | Equity | 2.31% |
| Laurus Labs Ltd. | Healthcare | Equity | 2.29% |
| The Federal Bank Ltd. | Financial | Futures | 2.08% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.97% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.96% |
| Indian Bank | Financial | Equity | 1.84% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.73% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.66% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.58% |
| Abbott India Ltd. | Healthcare | Equity | 1.37% |
| Coromandel International Ltd. | Chemicals | Equity | 1.35% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.32% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.32% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.28% |
| Nexus Select Trust | Construction | REITs | 1.25% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.24% |
| Eternal Ltd. | Services | Equity | 1.19% |
| Lupin Ltd. | Healthcare | Equity | 1.13% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 1.12% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.11% |
| Nifty Bank | Financial | ID | 1.09% |
| The Federal Bank Ltd. | Financial | Equity | 1.08% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 1.06% |
| Kei Industries Ltd. | Capital Goods | Futures | 1.00% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 0.99% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 0.98% |
| Petronet LNG Ltd. | Energy | Equity | 0.91% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 0.91% |
| AU Small Finance Bank Ltd. | Financial | Futures | 0.90% |
| Reserve Bank of India | Financial | T-Bills | 0.89% |
| Cummins India Ltd. | Capital Goods | Equity | 0.85% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.83% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.80% |
| Aadhar Housing Finance Ltd | Financial | Equity | 0.80% |
| Oil India Ltd. | Energy | Equity | 0.78% |
| Reserve Bank of India | Financial | T-Bills | 0.78% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.77% |
| Godrej Industries Ltd. | Consumer Staples | Equity | 0.76% |
| Kei Industries Ltd. | Capital Goods | Equity | 0.75% |
| 360 One Wam Ltd. | Financial | Futures | 0.71% |
| Cigniti Technologies Ltd. | Technology | Equity | 0.67% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.64% |
| NMDC Ltd. | Metals & Mining | Equity | 0.62% |
| REC Ltd. | Financial | Equity | 0.62% |
| Poly Medicure Ltd. | Healthcare | Equity | 0.62% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.62% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.59% |
| KPIT Technologies Ltd. | Technology | Futures | 0.58% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.58% |
| Reserve Bank of India | Financial | T-Bills | 0.56% |
| Aditya Infotech Ltd. | Communication | Equity | 0.55% |
| Dynamatic Technologies Ltd. | Automobile | Equity | 0.54% |
| Oil India Ltd. | Energy | Futures | 0.54% |
| Acutaas Chemicals Ltd. | Healthcare | Equity | 0.54% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.54% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.53% |
| Endurance Technologies Ltd. | Automobile | Equity | 0.52% |
| Vertis Infrastructure Trust | Construction | InvITs | 0.50% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.50% |
| Reserve Bank of India | Financial | T-Bills | 0.49% |
| TBO Tek Ltd. | Services | Equity | 0.49% |
| Blue Star Ltd. | Consumer Discretionary | Futures | 0.48% |
| Azad Engineering Ltd. | Capital Goods | Equity | 0.47% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.47% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.46% |
| Ajax Engineering Ltd. | Capital Goods | Equity | 0.45% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.44% |
| 360 One Wam Ltd. | Financial | Equity | 0.43% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 0.43% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.43% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Futures | 0.42% |
| Delhivery Ltd. | Services | Equity | 0.40% |
| Reserve Bank of India | Financial | T-Bills | 0.38% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 0.38% |
| Care Ratings Ltd. | Services | Equity | 0.36% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.36% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.36% |
| Reserve Bank of India | Financial | T-Bills | 0.34% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.33% |
| KRN Heat Exchanger And Refrigeration Ltd. | Capital Goods | Equity | 0.32% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.32% |
| Embassy Office Parks REIT | Construction | REITs | 0.32% |
| Hitachi Energy India Ltd. | Capital Goods | Futures | 0.31% |
| Intellect Design Arena Ltd. | Technology | Equity | 0.30% |
| Cummins India Ltd. | Capital Goods | Futures | 0.30% |
| Repco Home Finance Ltd. | Financial | Equity | 0.29% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.29% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 0.29% |
| Travel Food Services Ltd. | Services | Equity | 0.28% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Futures | 0.26% |
| EPack Prefab Technologies Ltd. | Metals & Mining | Equity | 0.25% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.25% |
| Bharat Bijlee Ltd. | Capital Goods | Equity | 0.25% |
| WeWork India Management Ltd. | Services | Equity | 0.25% |
| Sobha Ltd. | Construction | Equity | 0.24% |
| The South Indian Bank Ltd. | Financial | Equity | 0.24% |
| 3M India Ltd. | Consumer Staples | Equity | 0.22% |
| Lemon Tree Hotels Ltd. | Services | Equity | 0.22% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.21% |
| Shilpa Medicare Ltd. | Healthcare | Equity | 0.21% |
| FSN E-Commerce Ventures Ltd. | Services | Futures | 0.21% |
| REC Ltd. | Financial | Futures | 0.20% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 0.19% |
| Newgen Software Technologies Ltd. | Technology | Equity | 0.19% |
| Emmvee Photovoltaic Power Ltd. | Energy | Equity | 0.18% |
| Reserve Bank of India | Financial | T-Bills | 0.17% |
| Indiqube Spaces Ltd. | Services | Equity | 0.17% |
| Jupiter Life Line Hospitals Ltd. | Healthcare | Equity | 0.17% |
| Mankind Pharma Ltd. | Healthcare | Futures | 0.16% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 0.16% |
| Reserve Bank of India | Financial | T-Bills | 0.16% |
| Reserve Bank of India | Financial | T-Bills | 0.16% |
| Multi Commodity Exchange Of India Ltd. | Services | Futures | 0.15% |
| Page Industries Ltd. | Textiles | Futures | 0.15% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.13% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.13% |
| National Securities Depository Ltd | Financial | Equity | 0.12% |
| Carraro India Ltd. | Capital Goods | Equity | 0.11% |
| Fine Organic Industries Ltd. | Chemicals | Equity | 0.11% |
| Piramal Pharma Ltd. | Healthcare | Futures | 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% |
| EMA Partners India Ltd. | Services | Equity | 0.08% |
| KPIT Technologies Ltd. | Technology | Equity | 0.08% |
| Nucleus Software Exports Ltd. | Technology | Equity | 0.06% |
| Fortis Healthcare Ltd. | Healthcare | Futures | 0.05% |
| Indigo Paints Ltd. | Chemicals | Equity | 0.05% |
| Piramal Pharma Ltd. | Healthcare | Equity | 0.02% |
| Jaro Institute of Technology Management and Research Ltd. | Services | Equity | 0.02% |
| 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 | +2.8% | +11.8% | +27.1% | +24.3% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 6 | 3 | -- |
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) | |
|---|---|---|---|---|
Edelweiss Mid Cap Direct Plan Growth | +8.46% | +27.18% | 13,650.47 | |
WhiteOak Capital Mid Cap Fund Direct Growth | +11.80% | +27.07% | 4,447.55 | |
HDFC Mid Cap Fund Direct Growth | +12.32% | +26.02% | 92,641.55 | |
Motilal Oswal Midcap Fund Direct Growth | -2.75% | +25.41% | 36,880.18 | |
JM Midcap Fund Direct Growth | +1.92% | +25.05% | 1,178.20 | |
| 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
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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 ₹31,996 Cr and the Latest NAV as of 19 Jan 2026 is ₹20.79.
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)NA
Total AUM₹31,996.10 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,