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Mid Cap

White Oak Capital - Mid Cap Fund · Direct · Growth

WhiteOak Capital Mutual Fund

NAV

₹22.1980

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
+12.06%
3Y
+24.77%
5Y
Since Inception
+23.52%

SIP returns (XIRR)

1Y
+15.90%
3Y
+18.19%
5Y
Since Inception
+21.40%

Performance Comparison

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Fund Details

Fund HouseWhiteOak Capital Mutual Fund
CategoryMid Cap
Launch Date07 Sept 2022
AMFI Code150584
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit LoadIn respect of each purchase / switch-in of Units

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

White Oak Capital - Mid Cap Fund · Direct · 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 · Direct · Growth is a Mid Cap mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 3 years.

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