Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.35%
1 Month-8.96%
3 Months-10.42%
6 Months-6.67%
1 Year+5.42%
3 Years (CAGR)+22.81%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Sept 2022)+17.28%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-8.32%
3 Year SIP+9.43%
5 Year SIP—
Since Inception (Sept 2022)+12.09%
Fund Details
Fund HouseWhiteOak Capital Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹4,695 Cr
Expense Ratio1.85%
Min SIP₹100
Min Lumpsum₹500
Launch Date08 Sept 2022
AMFI Code150583
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
WhiteOak Capital Mid Cap Fund Regular Plan 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
WhiteOak Capital Mid Cap Fund Regular Plan 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 ₹4,695 Cr, reflecting investor confidence in the fund's strategy. 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