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WhiteOak Capital Mid Cap Fund Direct Growth
+24.54%
3Y annualised
+0.48% 1D
NAV: 22 Jul '26
₹22.96
Min. for SIP
₹100
Fund size (AUM)
₹6,932.99 Cr
Expense ratio
0.96%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,574 | +3.83% | |
| 6 months | ₹30,000 | ₹32,747 | +9.16% | |
| 1 year | ₹60,000 | ₹66,420 | +10.70% | |
| 3 years | ₹1,80,000 | ₹2,35,557 | +30.86% |
Holdings (156)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Others CBLO | Unspecified | CBLO | 6.04% |
| Phoenix Mills Ltd | Real Estate | Equity | 2.85% |
| Max Financial Services Ltd | Financial | Equity | 2.79% |
| Bharti Hexacom Ltd. | Technology | Equity | 2.53% |
| The Federal Bank Ltd | Financial | Equity | 2.47% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.23% |
| PB Fintech Ltd | Financial | Equity | 2.06% |
| Laurus Labs Ltd | Healthcare | Equity | 2.02% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.80% |
| Net Receivables | Unspecified | Net Receivables | 1.75% |
| N I I T Technologies Ltd Futures | Technology | Futures | 1.58% |
| Persistent Systems Limited | Technology | Futures | 1.57% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 1.54% |
| KEI Industries Ltd | Industrials | Futures | 1.53% |
| Marico Ltd | Consumer Staples | Equity | 1.48% |
| AIA Engineering Ltd | Industrials | Equity | 1.45% |
| Info Edge (India) Ltd | Technology | Equity | 1.38% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.33% |
| Bank Nifty Index | Financial | Index Derivatives | 1.31% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.28% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.28% |
| Berger Paints India Ltd | Materials | Equity | 1.25% |
| Muthoot Finance Ltd | Financial | Equity | 1.24% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.23% |
| Oil India Ltd | Energy & Utilities | Equity | 1.23% |
| National Aluminium Company Ltd | Materials | Equity | 1.22% |
| REC Ltd | Financial | Equity | 1.20% |
| Oracle Financial Services Software Ltd Futures | Technology | Futures | 1.15% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.13% |
| Hitachi Energy India Ltd | Industrials | Equity | 1.12% |
| GE T&D India Ltd | Industrials | Equity | 1.09% |
| GOVERNMENT OF INDIA 37018 182 DAYS TBILL 06AG26 FV RS 100 | Financial | Treasury Bills | 1.08% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 1.07% |
| Nippon Life India Asset Management Limited | Financial | Futures | 1.01% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.00% |
| GOVERNMENT OF INDIA 37448 091 DAYS TBILL 20AG26 FV RS 100 | Financial | Treasury Bills | 0.96% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.92% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.92% |
| Nexus Select Trust | Industrials | Real Estate Investment Trusts | 0.92% |
| Godrej Properties Ltd | Real Estate | Equity | 0.88% |
| DHFL VYSYA HOUSING FINANCE LIMITED EQ | Financial | Equity | 0.86% |
| Gland Pharma Ltd | Healthcare | Equity | 0.83% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.83% |
| Aditya Birla Capital Ltd | Financial | Equity | 0.81% |
| Cummins India Ltd | Industrials | Equity | 0.80% |
| Abbott India Ltd | Healthcare | Equity | 0.77% |
| Coromandel International Ltd | Materials | Equity | 0.76% |
| Mankind Pharma Ltd. | Healthcare | Futures | 0.75% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.74% |
| Zomato Ltd | Technology | Equity | 0.73% |
| Ami Organics Ltd | Healthcare | Equity | 0.71% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 0.70% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.65% |
| Indian Bank | Financial | Equity | 0.64% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.63% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 0.62% |
| Multi Commodity Exchange India Futures | Financial | Futures | 0.61% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.59% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 0.58% |
| Godrej Industries Ltd | Diversified | Equity | 0.57% |
| KRN Heat Exchanger And Refrigeration Ltd. | Industrials | Equity | 0.57% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.55% |
| Azad Engineering Ltd. | Industrials | Equity | 0.55% |
| Jindal Stainless Ltd | Materials | Equity | 0.54% |
| Five-Star Business Finance Ltd | Financial | Equity | 0.53% |
| Aditya Infotech Ltd. | Technology | Equity | 0.53% |
| GOVERNMENT OF INDIA 37490 091 DAYS TBILL 10SP26 FV RS 100 | Financial | Treasury Bills | 0.53% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.53% |
| Coforge Ltd | Technology | Equity | 0.53% |
| Navin Fluorine International Ltd | Materials | Equity | 0.49% |
| GOVERNMENT OF INDIA 36516 364 DAYS TBILL 17SP26 FV RS 100 | Financial | Treasury Bills | 0.47% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.47% |
| Indian Bank Futures | Financial | Futures | 0.46% |
| One 97 Communications Ltd | Industrials | Equity | 0.45% |
| NMDC Ltd | Materials | Equity | 0.44% |
| Schloss Bangalore Ltd. | Consumer Discretionary | Equity | 0.44% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.44% |
| CARE Ratings Ltd | Industrials | Equity | 0.43% |
| Blue Star Ltd. | Industrials | Futures | 0.42% |
| TD Power Systems Ltd | Industrials | Equity | 0.41% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.40% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.39% |
| Supreme Industries Ltd | Materials | Equity | 0.39% |
| Century Textiles & Industries Ltd | Materials | Equity | 0.38% |
| Ajax Engineering Ltd. | Industrials | Equity | 0.38% |
| Poly Medicure Ltd | Healthcare | Equity | 0.38% |
| Dynamatic Technologies Ltd | Consumer Discretionary | Equity | 0.38% |
| PNB Housing Finance Ltd | Financial | Equity | 0.35% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 0.35% |
| The South Indian Bank Ltd | Financial | Equity | 0.34% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 0.33% |
| Highways Infrastructure Trust | Industrials | Infrastructure Investment Trust | 0.32% |
| Eureka Forbes Ltd | Consumer Discretionary | Equity | 0.30% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 0.30% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 0.29% |
| GOVERNMENT OF INDIA 36907 182 DAYS TBILL 09JL26 FV RS 100 | Financial | Treasury Bills | 0.29% |
| JSW Cement Ltd. | Materials | Equity | 0.27% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.26% |
| IIFL Finance Ltd | Financial | Equity | 0.26% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 0.26% |
| Repco Home Finance Ltd | Financial | Equity | 0.26% |
| GOVERNMENT OF INDIA 37477 091 DAYS TBILL 03SP26 FV RS 100 | Financial | Treasury Bills | 0.26% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 0.25% |
| Shilpa Medicare Ltd | Healthcare | Equity | 0.25% |
| 91 Days Tbill (MD 17/09/2026) | Financial | Treasury Bills | 0.25% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 0.23% |
| DOMS Industries Ltd. | Industrials | Equity | 0.22% |
| Travel Food Services Ltd. | Consumer Discretionary | Equity | 0.21% |
| Gillette India Ltd | Consumer Staples | Equity | 0.20% |
| International Gemmological Institute (India) Ltd. | Consumer Discretionary | Equity | 0.20% |
| OnEMI Technology Solutions Ltd. | Technology | Equity | 0.19% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 0.18% |
| Aditya Birla Capital Limited | Financial | Futures | 0.18% |
| AU Small Finance Bank Ltd | Financial | Equity | 0.17% |
| Intellect Design Arena Ltd | Technology | Equity | 0.17% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 0.17% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.16% |
| EPack Prefab Technologies Ltd. | Materials | Equity | 0.14% |
| GOVERNMENT OF INDIA 37435 091 DAYS TBILL 13AG26 FV RS 100 | Financial | Treasury Bills | 0.14% |
| Sobha Ltd | Real Estate | Equity | 0.14% |
| Blue Star Ltd | Industrials | Equity | 0.14% |
| 3M India Ltd | Diversified | Equity | 0.13% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 0.13% |
| KPIT Technologies Ltd. $$ | Technology | Futures | 0.13% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.11% |
| Carraro India Ltd. | Industrials | Equity | 0.11% |
| Page Industries Ltd | Consumer Discretionary | Equity | 0.10% |
| GOVERNMENT OF INDIA 37423 091 DAYS TBILL 06AG26 FV RS 100 | Financial | Treasury Bills | 0.10% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.09% |
| Orkla India Ltd. | Consumer Staples | Equity | 0.09% |
| Fine Organic Industries Ltd | Materials | Equity | 0.09% |
| Aether Industries Ltd | Materials | Equity | 0.09% |
| Indiqube Spaces Ltd. | Industrials | Equity | 0.09% |
| MAX Healthcare Institute Ltd $$ | Healthcare | Futures | 0.09% |
| Omnitech Engineering Ltd. | Industrials | Equity | 0.08% |
| Tube Investments of India Ltd | Consumer Discretionary | Futures | 0.08% |
| Oil India Ltd Futures | Energy & Utilities | Futures | 0.08% |
| Xpro India Ltd | Materials | Equity | 0.08% |
| Newgen Software Technologies Ltd | Technology | Equity | 0.07% |
| NATIONAL SECURITIES DEPOSITORY LIMITED EQ | Financial | Equity | 0.06% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.06% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.06% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.06% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.06% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 0.05% |
| Bharat Bijlee Ltd | Industrials | Equity | 0.05% |
| Alkem Laboratories Ltd Futures | Healthcare | Futures | 0.04% |
| EMA Partners India Ltd. | Industrials | Equity | 0.04% |
| Aye Finance Ltd. | Financial | Equity | 0.04% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.03% |
| Indigo Paints Ltd | Materials | Equity | 0.03% |
| Persistent Systems Ltd | Technology | Equity | 0.02% |
| Clean Max Enviro Energy Solutions Ltd. | Energy & Utilities | Equity | 0.01% |
| KPIT Technologies Ltd | Technology | Equity | 0.01% |
| Page Industries Ltd Futures | Consumer Discretionary | Futures | 0.01% |
| Kei Industries Ltd | Industrials | 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 | +14.7% | +14.0% | +24.5% | +24.3% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 2 | 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) | |
|---|---|---|---|---|
| +12.90% | +24.05% | 6,932.99 | |
 | +7.11% | +23.67% | 17,748.32 | |
 | +7.37% | +21.90% | 49,169.10 | |
 | +8.67% | +21.85% | 14,026.07 | |
 | +5.11% | +19.78% | 1,00,858.31 | |
| 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 ₹40,389 Cr and the Latest NAV as of 22 Jul 2026 is ₹22.96.
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₹40,388.74 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,