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WhiteOak Capital Mid Cap Fund Direct Growth
+27.54%
3Y annualised
+0.18% 1D
NAV: 21 May '26
₹21.82
Min. for SIP
₹100
Fund size (AUM)
₹5,293.04 Cr
Expense ratio
1.33%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,634 | +4.23% | |
| 6 months | ₹30,000 | ₹31,094 | +3.65% | |
| 1 year | ₹60,000 | ₹62,999 | +5.00% | |
| 3 years | ₹1,80,000 | ₹2,27,880 | +26.60% |
Holdings (137)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| The Phoenix Mills Ltd. | Construction | Equity | 3.38% |
| Max Financial Services Ltd. | Financial | Equity | 3.11% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.82% |
| Bharti Hexacom Ltd. | Communication | Equity | 2.82% |
| The Federal Bank Ltd. | Financial | Equity | 2.82% |
| PB Fintech Ltd. | Services | Equity | 2.51% |
| Persistent Systems Ltd. | Technology | Equity | 2.25% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 2.23% |
| Kei Industries Ltd. | Capital Goods | Futures | 2.13% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.01% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.98% |
| Muthoot Finance Ltd. | Financial | Equity | 1.95% |
| Laurus Labs Ltd. | Healthcare | Equity | 1.92% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 1.82% |
| Info Edge (India) Ltd. | Services | Equity | 1.80% |
| Coforge Ltd. | Technology | Equity | 1.80% |
| Marico Ltd. | Consumer Staples | Equity | 1.80% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.78% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.70% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.62% |
| Indian Bank | Financial | Equity | 1.61% |
| Oil India Ltd. | Energy | Equity | 1.60% |
| REC Ltd. | Financial | Equity | 1.52% |
| Nifty Bank | Financial | ID | 1.43% |
| 360 One Wam Ltd. | Financial | Equity | 1.42% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.34% |
| Reserve Bank of India | Financial | T-Bills | 1.32% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.27% |
| Nippon Life India Asset Management Ltd. | Financial | Futures | 1.26% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 1.24% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.18% |
| Cummins India Ltd. | Capital Goods | Equity | 1.14% |
| Nexus Select Trust | Construction | REITs | 1.14% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 1.14% |
| Oracle Financial Services Software Ltd. | Technology | Futures | 1.14% |
| Godrej Properties Ltd. | Construction | Equity | 1.14% |
| Lupin Ltd. | Healthcare | Equity | 1.04% |
| Abbott India Ltd. | Healthcare | Equity | 1.01% |
| Coromandel International Ltd. | Chemicals | Equity | 0.99% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.98% |
| Petronet LNG Ltd. | Energy | Futures | 0.95% |
| Aadhar Housing Finance Ltd | Financial | Equity | 0.92% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.92% |
| Eternal Ltd. | Services | Equity | 0.89% |
| Mankind Pharma Ltd. | Healthcare | Futures | 0.83% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.81% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 0.78% |
| Azad Engineering Ltd. | Capital Goods | Equity | 0.75% |
| Reserve Bank of India | Financial | T-Bills | 0.75% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.74% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 0.73% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.71% |
| Acutaas Chemicals Ltd. | Healthcare | Equity | 0.69% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.68% |
| Reserve Bank of India | Financial | T-Bills | 0.68% |
| Aditya Infotech Ltd. | Communication | Equity | 0.66% |
| NMDC Ltd. | Metals & Mining | Equity | 0.62% |
| Godrej Industries Ltd. | Consumer Staples | Equity | 0.61% |
| Five-Star Business Finance Ltd. | Financial | Equity | 0.59% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.58% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.57% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.57% |
| Reserve Bank of India | Financial | T-Bills | 0.57% |
| Dynamatic Technologies Ltd. | Automobile | Equity | 0.55% |
| Reserve Bank of India | Financial | T-Bills | 0.55% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 0.52% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.52% |
| Care Ratings Ltd. | Services | Equity | 0.51% |
| Reserve Bank of India | Financial | T-Bills | 0.51% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.49% |
| Ajax Engineering Ltd. | Capital Goods | Equity | 0.48% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Futures | 0.47% |
| Cigniti Technologies Ltd. | Technology | Equity | 0.47% |
| Reserve Bank of India | Financial | T-Bills | 0.47% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.46% |
| Poly Medicure Ltd. | Healthcare | Equity | 0.44% |
| KRN Heat Exchanger And Refrigeration Ltd. | Capital Goods | Equity | 0.43% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.42% |
| Embassy Office Parks REIT | Construction | REITs | 0.42% |
| Vertis Infrastructure Trust | Construction | InvITs | 0.41% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.41% |
| Blue Star Ltd. | Consumer Discretionary | Futures | 0.41% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 0.41% |
| Endurance Technologies Ltd. | Automobile | Equity | 0.39% |
| The South Indian Bank Ltd. | Financial | Equity | 0.38% |
| Reserve Bank of India | Financial | T-Bills | 0.37% |
| TBO Tek Ltd. | Services | Equity | 0.34% |
| Repco Home Finance Ltd. | Financial | Equity | 0.33% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.33% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.32% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.30% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.30% |
| Ather Energy Ltd. | Automobile | Equity | 0.28% |
| International Gemological Institute Ltd. | Consumer Discretionary | Equity | 0.26% |
| Travel Food Services Ltd. | Services | Equity | 0.26% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.25% |
| Bharat Bijlee Ltd. | Capital Goods | Equity | 0.24% |
| Lemon Tree Hotels Ltd. | Services | Equity | 0.24% |
| Intellect Design Arena Ltd. | Technology | Equity | 0.23% |
| Shilpa Medicare Ltd. | Healthcare | Equity | 0.22% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.22% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.21% |
| KPIT Technologies Ltd. | Technology | Equity | 0.21% |
| Carraro India Ltd. | Capital Goods | Equity | 0.20% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.20% |
| Sobha Ltd. | Construction | Equity | 0.20% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.19% |
| Reserve Bank of India | Financial | T-Bills | 0.19% |
| WeWork India Management Ltd. | Services | Equity | 0.18% |
| 3M India Ltd. | Consumer Staples | Equity | 0.18% |
| CarTrade Tech Ltd. | Services | Equity | 0.16% |
| EPack Prefab Technologies Ltd. | Metals & Mining | Equity | 0.15% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.15% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 0.14% |
| Reserve Bank of India | Financial | T-Bills | 0.13% |
| Page Industries Ltd. | Textiles | Equity | 0.13% |
| Orkla India Ltd. | Consumer Staples | Equity | 0.13% |
| Indiqube Spaces Ltd. | Services | Equity | 0.12% |
| Fine Organic Industries Ltd. | Chemicals | Equity | 0.11% |
| Aether Industries Ltd. | Chemicals | Equity | 0.10% |
| Oil India Ltd. | Energy | Futures | 0.10% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.10% |
| Newgen Software Technologies Ltd. | Technology | Equity | 0.09% |
| National Securities Depository Ltd | Financial | Equity | 0.09% |
| Omnitech Engineering Ltd. | Capital Goods | Equity | 0.09% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.08% |
| Xpro India Ltd. | Chemicals | Equity | 0.07% |
| EMA Partners India Ltd. | Services | Equity | 0.06% |
| SJS Enterprises Ltd. | Automobile | Equity | 0.06% |
| Persistent Systems Ltd. | Technology | Futures | 0.05% |
| Dixon Technologies (India) Ltd. | Capital Goods | Futures | 0.04% |
| Aye Finance Ltd. | Financial | Equity | 0.03% |
| Indigo Paints Ltd. | Chemicals | Equity | 0.03% |
| Clean Max Enviro Energy Solutions Ltd. | Energy | Equity | 0.01% |
| Kei Industries Ltd. | Capital Goods | Equity | 0.00% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 0.00% |
| Petronet LNG Ltd. | Energy | 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 | +2.4% | +15.1% | +27.5% | +23.4% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 4 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Nil
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 | +15.14% | +27.54% | 5,293.04 | |
Edelweiss Mid Cap Direct Plan Growth | +10.32% | +26.26% | 15,910.69 | |
Nippon India Growth Mid Cap Fund Direct Growth | +10.64% | +25.84% | 45,820.33 | |
Sundaram Mid Cap Fund Direct Growth | +8.91% | +24.72% | 13,378.01 | |
HDFC Mid Cap Fund Direct Growth | +7.39% | +23.79% | 94,744.72 | |
| Compare | ||||
Fund management
RMRamesh MantriAug 2022 - PresentView details
RM
Ramesh Mantri
Aug 2022 - Present
View details
PBPiyush BaranwalAug 2022 - PresentView details
PB
Piyush Baranwal
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
AAAshish AgrawalJan 2025 - PresentView details
AA
Ashish Agrawal
Jan 2025 - 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. Ramesh Mantri is the Current Fund Manager of WhiteOak Capital Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹36,503 Cr and the Latest NAV as of 21 May 2026 is ₹21.82.
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.
;
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₹36,502.59 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,