White Oak Capital - Mid Cap Fund · Regular · Growth
NAV
₹20.9380
as of 17 Jun 2026
Expense Ratio
1.85%
AUM
₹4,544 Cr
Lumpsum returns (CAGR)
- 1Y
- +10.57%
- 3Y
- +22.93%
- 5Y
- —
- Since Inception
- +21.62%
SIP returns (XIRR)
- 1Y
- +14.42%
- 3Y
- +16.49%
- 5Y
- —
- Since Inception
- +19.58%
Beat the benchmark — ₹100/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹6,150
Benchmark
₹5,932
+₹218 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹100/month became
Real NAV backtest from day one
₹4,500
Invested
₹6,150
Value today
17.3%
XIRR (p.a.)
₹100/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹500 lumpsum at launch — value today
Invested on the fund's first NAV date
₹500
Invested
₹1,006
Value today
20.4%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹11,92,353
Value today
-1.2%
vs lumpsum
Direct lumpsum would have beaten STP by 1.2% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised0.13
Sharpe Ratio
+0.03
Alpha
0.43
Beta
0.11
Sortino
17.03%
Std Dev
-19.31%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
White Oak Capital - Mid Cap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
White Oak Capital - Mid Cap Fund · Regular · Growth is a Mid Cap mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹4,544 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 1.85%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations