Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
WhiteOak Capital Mid Cap Fund Direct Growth
+22.03%
3Y annualised
+1.43% 1D
NAV: 18 Sep '26
₹23.43
Min. for SIP
₹100
Fund size (AUM)
₹7,485.37 Cr
Expense ratio
0.94%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,086 | +0.57% | |
| 6 months | ₹30,000 | ₹31,741 | +5.80% | |
| 1 year | ₹60,000 | ₹65,404 | +9.01% | |
| 3 years | ₹1,80,000 | ₹2,29,303 | +27.39% |
Holdings (163)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Others CBLO | Unspecified | CBLO | 5.28% |
| Max Financial Services Ltd | Financial | Equity | 3.11% |
| Coforge Ltd | Technology | Equity | 2.91% |
| Bharti Hexacom Ltd. | Technology | Equity | 2.72% |
| The Federal Bank Ltd | Financial | Equity | 2.66% |
| PB Fintech Ltd | Financial | Equity | 2.63% |
| Laurus Labs Ltd | Healthcare | Equity | 2.02% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.93% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 1.93% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.91% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.89% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.87% |
| Info Edge (India) Ltd | Technology | Equity | 1.82% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.61% |
| Berger Paints India Ltd | Materials | Equity | 1.53% |
| Indusind Bank Ltd | Financial | Equity | 1.53% |
| Marico Ltd | Consumer Staples | Equity | 1.52% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.48% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.46% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.37% |
| KEI Industries Ltd | Industrials | Futures | 1.34% |
| Oracle Financial Services Software Ltd Futures | Technology | Futures | 1.32% |
| Bank Nifty Index | Financial | Index Derivatives | 1.30% |
| Persistent Systems Limited | Technology | Futures | 1.27% |
| National Aluminium Company Ltd | Materials | Equity | 1.27% |
| Nippon Life India Asset Management Limited | Financial | Futures | 1.26% |
| AIA Engineering Ltd | Industrials | Equity | 1.24% |
| Muthoot Finance Ltd | Financial | Equity | 1.15% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.13% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.12% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 1.06% |
| Persistent Systems Ltd | Technology | Equity | 1.02% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.01% |
| Oil India Ltd Futures | Energy & Utilities | Futures | 1.00% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.96% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.95% |
| Jindal Stainless Ltd | Materials | Equity | 0.90% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.90% |
| Gland Pharma Ltd | Healthcare | Equity | 0.89% |
| Bandhan Bank Ltd | Financial | Equity | 0.89% |
| Nexus Select Trust | Industrials | Real Estate Investment Trusts | 0.87% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 0.87% |
| DHFL VYSYA HOUSING FINANCE LIMITED EQ | Financial | Equity | 0.84% |
| Navin Fluorine International Ltd | Materials | Equity | 0.80% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.80% |
| Blue Star Ltd. | Industrials | Futures | 0.80% |
| Hitachi Energy India Ltd | Industrials | Equity | 0.79% |
| Page Industries Ltd | Consumer Discretionary | Equity | 0.79% |
| REC Ltd | Financial | Equity | 0.79% |
| GE T&D India Ltd | Industrials | Equity | 0.77% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 0.74% |
| Abbott India Ltd | Healthcare | Equity | 0.72% |
| GOVERNMENT OF INDIA 37436 182 DAYS TBILL 12NV26 FV RS 100 | Financial | Treasury Bills | 0.71% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.70% |
| Godrej Properties Ltd | Real Estate | Equity | 0.69% |
| Bank of India | Financial | Equity | 0.69% |
| Oil India Ltd | Energy & Utilities | Equity | 0.67% |
| GOVERNMENT OF INDIA 37705 091 DAYS TBILL 29OT26 FV RS 100 | Financial | Treasury Bills | 0.67% |
| Coromandel International Ltd | Materials | Equity | 0.67% |
| KRN Heat Exchanger And Refrigeration Ltd. | Industrials | Equity | 0.66% |
| Azad Engineering Ltd. | Industrials | Equity | 0.65% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 0.62% |
| One 97 Communications Ltd | Industrials | Equity | 0.62% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.62% |
| Juniper Green Energy Ltd. | Energy & Utilities | Equity | 0.59% |
| Cummins India Ltd | Industrials | Equity | 0.58% |
| National Stock Exchange Of India Ltd Index ID | Financial | Index Derivatives | 0.58% |
| Schloss Bangalore Ltd. | Consumer Discretionary | Equity | 0.57% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 0.56% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.56% |
| 91 DAYS T-BILL - 24SEP2026 | Financial | Treasury Bills | 0.53% |
| Five-Star Business Finance Ltd | Financial | Equity | 0.52% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.52% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 0.51% |
| Godrej Industries Ltd | Diversified | Equity | 0.51% |
| CARE Ratings Ltd | Industrials | Equity | 0.51% |
| PNB Housing Finance Ltd | Financial | Equity | 0.50% |
| GOVERNMENT OF INDIA 37490 091 DAYS TBILL 10SP26 FV RS 100 | Financial | Treasury Bills | 0.49% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.48% |
| TD Power Systems Ltd | Industrials | Equity | 0.48% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.46% |
| Aditya Birla Capital Ltd | Financial | Equity | 0.45% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.45% |
| GOVERNMENT OF INDIA 36516 364 DAYS TBILL 17SP26 FV RS 100 | Financial | Treasury Bills | 0.44% |
| NMDC Ltd | Materials | Equity | 0.43% |
| IIFL Finance Ltd | Financial | Equity | 0.42% |
| Ami Organics Ltd | Healthcare | Equity | 0.41% |
| Supreme Industries Ltd | Materials | Equity | 0.40% |
| Dynamatic Technologies Ltd | Consumer Discretionary | Equity | 0.40% |
| Aditya Infotech Ltd. | Technology | Equity | 0.39% |
| Ajax Engineering Ltd. | Industrials | Equity | 0.37% |
| Shilpa Medicare Ltd | Healthcare | Equity | 0.37% |
| Poly Medicure Ltd | Healthcare | Equity | 0.37% |
| Century Textiles & Industries Ltd | Materials | Equity | 0.36% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 0.36% |
| The South Indian Bank Ltd | Financial | Equity | 0.36% |
| Manorama Industries Ltd | Consumer Staples | Equity | 0.36% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 0.34% |
| Laurus Labs Limited | Healthcare | Futures | 0.33% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 0.32% |
| GOVERNMENT OF INDIA 37693 091 DAYS TBILL 22OT26 FV RS 100 | Financial | Treasury Bills | 0.32% |
| Highways Infrastructure Trust | Industrials | Infrastructure Investment Trust | 0.32% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 0.31% |
| JSW Cement Ltd. | Materials | Equity | 0.31% |
| Avalon Technologies Ltd. | Industrials | Equity | 0.30% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 0.28% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.27% |
| GOVERNMENT OF INDIA 37642 091 DAYS TBILL 08OT26 FV RS 100 | Financial | Treasury Bills | 0.27% |
| GOVERNMENT OF INDIA 37846 091 DAYS TBILL 19NV26 FV RS 100 | Financial | Treasury Bills | 0.26% |
| Eureka Forbes Ltd | Consumer Discretionary | Equity | 0.26% |
| Aye Finance Ltd. | Financial | Equity | 0.25% |
| Elgi Equipments Ltd | Industrials | Equity | 0.25% |
| GOVERNMENT OF INDIA 37477 091 DAYS TBILL 03SP26 FV RS 100 | Financial | Treasury Bills | 0.24% |
| Horizon Industrial Parks Ltd. | Industrials | Equity | 0.24% |
| Redington Ltd | Technology | Equity | 0.24% |
| Omnitech Engineering Ltd. | Industrials | Equity | 0.24% |
| 91 Days Tbill (MD 17/09/2026) | Financial | Treasury Bills | 0.23% |
| International Gemmological Institute (India) Ltd. | Consumer Discretionary | Equity | 0.22% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 0.22% |
| Repco Home Finance Ltd | Financial | Equity | 0.21% |
| Yash Highvoltage Ltd. | Industrials | Equity | 0.21% |
| DOMS Industries Ltd. | Industrials | Equity | 0.20% |
| Sobha Ltd | Real Estate | Equity | 0.19% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 0.19% |
| Travel Food Services Ltd. | Consumer Discretionary | Equity | 0.19% |
| Gillette India Ltd | Consumer Staples | Equity | 0.18% |
| GOVERNMENT OF INDIA 36692 364 DAYS TBILL 06NV26 FV RS 100 | Financial | Treasury Bills | 0.18% |
| AU Small Finance Bank Ltd | Financial | Equity | 0.17% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 0.15% |
| GOVERNMENT OF INDIA 37816 091 DAYS TBILL 05NV26 FV RS 100 | Financial | Treasury Bills | 0.15% |
| Intellect Design Arena Ltd | Technology | Equity | 0.15% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 0.15% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.13% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 0.13% |
| 3M India Ltd | Diversified | Equity | 0.13% |
| EPack Prefab Technologies Ltd. | Materials | Equity | 0.12% |
| Sagility India Ltd. | Industrials | Equity | 0.12% |
| GOVERNMENT OF INDIA 37424 182 DAYS TBILL 05NV26 FV RS 100 | Financial | Treasury Bills | 0.12% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 0.11% |
| Petronet LNG Ltd Futures | Energy & Utilities | Futures | 0.11% |
| Vishal Mega Mart Limited | Consumer Staples | Futures | 0.11% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.11% |
| Aether Industries Ltd | Materials | Equity | 0.11% |
| OnEMI Technology Solutions Ltd. | Technology | Equity | 0.09% |
| Indiqube Spaces Ltd. | Industrials | Equity | 0.09% |
| Fine Organic Industries Ltd | Materials | Equity | 0.09% |
| Orkla India Ltd. | Consumer Staples | Equity | 0.08% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.07% |
| Newgen Software Technologies Ltd | Technology | Equity | 0.07% |
| Tube Investments of India Ltd | Consumer Discretionary | Futures | 0.07% |
| Xpro India Ltd | Materials | Equity | 0.06% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.06% |
| NATIONAL SECURITIES DEPOSITORY LIMITED EQ | Financial | Equity | 0.06% |
| Karur Vysya Bank Ltd | Financial | Equity | 0.05% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.05% |
| N I I T Technologies Ltd Futures | Technology | Futures | 0.04% |
| EMA Partners India Ltd. | Industrials | Equity | 0.04% |
| Kei Industries Ltd | Industrials | Equity | 0.03% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.03% |
| Ather Energy Ltd. $$ | Consumer Discretionary | Futures | 0.02% |
| Blue Star Ltd | Industrials | Equity | 0.02% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.01% |
| Net Payables | Unspecified | Net Payables | -8.67% |
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 | +18.9% | +13.0% | +22.0% | +23.5% |
| Category average (Equity Mid Cap) | +12.8% | +5.7% | +16.3% | +18.7% |
| 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) | |
|---|---|---|---|---|
 | +8.00% | +23.40% | 15,905.31 | |
| +12.98% | +22.03% | 7,485.37 | |
 | +6.45% | +20.93% | 19,891.00 | |
 | +6.37% | +18.14% | 52,270.55 | |
 | +5.99% | +17.22% | 1,08,324.55 | |
| 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 ₹46,592 Cr and the Latest NAV as of 18 Sep 2026 is ₹23.43.
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₹46,591.86 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,