WhiteOak Capital Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 14 Jan 2025₹18.50
Min. SIP amount₹100
RatingNA
Fund size₹2,565.15Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns-2.6%4.0%28.0%89.6%
Category averageNANA15.9%NA
Rank with in category137NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
36.4%30.1%18,604.02
5
18.9%24.0%77,682.90
4
18.0%22.0%35,208.97
4
30.5%21.6%5,903.85
4
24.1%19.8%52,626.72

Holdings (133)

NameSectorInstrumentAssets
ServicesEquity3.35%
FinancialEquity3.11%
FinancialEquity3.01%
FinancialEquity2.99%
Persistent Systems Ltd.
TechnologyFutures2.73%
HealthcareEquity2.56%
ServicesEquity2.50%
Capital GoodsEquity2.36%
FinancialEquity2.27%
ServicesEquity2.20%
Capital GoodsEquity2.15%
CommunicationEquity1.91%
FinancialEquity1.87%
HealthcareEquity1.81%
Capital GoodsEquity1.78%
FinancialEquity1.67%
AutomobileEquity1.62%
ConstructionREITs1.52%
FinancialEquity1.45%
ServicesEquity1.43%
FinancialEquity1.42%
Consumer StaplesEquity1.40%
ChemicalsEquity1.36%
EnergyEquity1.35%
ServicesEquity1.30%
TechnologyEquity1.29%
TechnologyEquity1.23%
TechnologyEquity1.22%
HealthcareEquity1.21%
ChemicalsEquity1.20%
HealthcareEquity1.18%
Metals & MiningEquity1.17%
AutomobileEquity1.16%
Coforge Ltd.
TechnologyFutures1.03%
Capital GoodsEquity1.01%
Consumer StaplesEquity0.96%
HealthcareEquity0.95%
FinancialEquity0.87%
HealthcareEquity0.84%
Capital GoodsEquity0.80%
ConstructionEquity0.80%
HealthcareEquity0.79%
Consumer StaplesEquity0.78%
EnergyEquity0.76%
InsuranceEquity0.76%
ServicesEquity0.76%
Metals & MiningEquity0.70%
AutomobileEquity0.68%
Capital GoodsEquity0.68%
InsuranceEquity0.66%
FinancialEquity0.65%
Reserve Bank of India
FinancialT-Bills0.64%
FinancialEquity0.62%
TechnologyEquity0.59%
HealthcareEquity0.57%
CommunicationEquity0.55%
Capital GoodsEquity0.54%
Metals & MiningEquity0.53%
HealthcareEquity0.53%
ServicesEquity0.53%
ServicesEquity0.52%
EnergyEquity0.52%
NA
NAEquity0.51%
ChemicalsEquity0.51%
TechnologyEquity0.51%
HealthcareEquity0.50%
Consumer DiscretionaryEquity0.49%
ConstructionEquity0.49%
Reserve Bank of India
FinancialT-Bills0.49%
ConstructionEquity0.46%
Reserve Bank of India
FinancialT-Bills0.46%
ServicesEquity0.44%
Consumer StaplesEquity0.43%
HealthcareEquity0.42%
HealthcareEquity0.42%
L&T Finance Ltd.
FinancialFutures0.41%
Consumer DiscretionaryEquity0.40%
FinancialEquity0.37%
ServicesEquity0.37%
TechnologyEquity0.35%
HealthcareEquity0.34%
Capital GoodsEquity0.33%
HealthcareEquity0.33%
FinancialEquity0.32%
Oracle Financial Services Software Ltd.
TechnologyFutures0.31%
TextilesEquity0.31%
ServicesEquity0.31%
Gujarat Gas Ltd.
EnergyFutures0.31%
DiversifiedEquity0.31%
Capital GoodsEquity0.30%
ServicesEquity0.30%
HealthcareEquity0.30%
Capital GoodsEquity0.28%
HealthcareEquity0.28%
ServicesEquity0.28%
ConstructionEquity0.28%
Reserve Bank of India
FinancialT-Bills0.28%
Capital GoodsEquity0.27%
TechnologyEquity0.26%
ChemicalsEquity0.26%
ServicesEquity0.26%
HealthcareEquity0.25%
AU Small Finance Bank Ltd.
FinancialFutures0.24%
TechnologyEquity0.23%
TextilesEquity0.22%
ServicesEquity0.21%
Reserve Bank of India
FinancialT-Bills0.20%
ChemicalsEquity0.20%
ChemicalsEquity0.19%
Capital GoodsEquity0.18%
ServicesEquity0.18%
ConstructionEquity0.18%
ServicesEquity0.16%
ConstructionEquity0.16%
Consumer DiscretionaryEquity0.15%
TechnologyEquity0.15%
ConstructionPPE0.15%
Consumer StaplesEquity0.14%
Onesource Specialty Pharma Ltd.
HealthcareEquity0.14%
Consumer StaplesEquity0.12%
HealthcareEquity0.12%
HealthcareEquity0.11%
Zomato Ltd.
ServicesFutures0.09%
Reserve Bank of India
FinancialT-Bills0.08%
Reserve Bank of India
FinancialT-Bills0.07%
TextilesEquity0.06%
Reserve Bank of India
FinancialT-Bills0.06%
Kei Industries Ltd.
Capital GoodsFutures0.06%
TechnologyEquity0.05%
FinancialEquity0.04%
EnergyEquity0.02%
FinancialEquity0.00%
FinancialEquity0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 0.40%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 1 month.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹100

Fund house & investment objective

Fund house contact details

Address
Unit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Phone
180030003060
Launch Date
03 Jul 2018
E-mail
NA
WhiteOak Capital Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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