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WhiteOak Capital Mid Cap Fund Growth Return

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  • 6M
  • 1Y
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  • 5Y
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Showing Funds Performance since Sep 07, 2020

WhiteOak Capital Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹5,293 Cr

Lock In Period

N/A

Expense Ratio

2.02

Exit Load

Nil

Benchmark

BSE 150 MidCap Total Return

Summary

WhiteOak Capital Mid Cap Fund Growth NAV is ₹20.270 as of 16 May, 2026. WhiteOak Capital Mid Cap Fund Growth has delivered 98.31% returns since its launch. The minimum SIP investment amount in WhiteOak Capital Mid Cap Fund Growth is ₹100. The AUM of WhiteOak Capital Mid Cap Fund Growth is ₹5,293 Cr. The expense ratio of the fund is 2.02%, and its benchmark is BSE 150 MidCap Total Return. The current exit load of the fund is Nil. In the last 1M months, WhiteOak Capital Mid Cap Fund Growth has delivered 5.38% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.38-1.0113.22
6M-0.031.0964.49
1Y12.823.63137.57
3Y25.6410.78202.94

Portfolio Analysis

  • Equity: 82.79%
  • Debt: 14.92%
  • Others
As on: 2026-03-31
View allocation % by

1. Laurus Labs Limited2.04%
2. Alkem Laboratories Limited1.87%
3. IPCA Laboratories Limited1.65%
4. Mankind Pharma Limited1.47%
5. Lupin Limited1.22%
6. Abbott India Limited1.21%
7. Ajanta Pharma Limited0.80%
8. Acutaas Chemicals Limited0.80%
9. Neuland Laboratories Limited0.30%
10. Shilpa Medicare Limited0.23%

1. Max Financial Services Limited3.44%
2. 360 One WAM Limited1.00%
3. Motilal Oswal Financial Services Limited0.62%
4. Cholamandalam Financial Holdings Limited0.16%

1. Fortis Healthcare Limited2.86%
2. Narayana Hrudayalaya Limited0.78%
3. Krishna Institute Of Medical Sciences Limited0.16%

1. Coforge Limited2.30%
2. Cigniti Technologies Limited0.52%
3. TBO Tek Limited0.34%
4. Intellect Design Arena Limited0.22%
5. KPIT Technologies Limited0.15%
6. Newgen Software Technologies Limited0.09%
7. Persistent Systems Limited0.00%

1. The Federal Bank Limited3.00%
2. The South Indian Bank Limited0.39%
3. AU Small Finance Bank Limited0.21%

1. The Phoenix Mills Limited3.18%
2. Sobha Limited0.19%
3. Brigade Enterprises Limited0.09%

1. Bharti Hexacom Limited2.92%

1. FSN E-Commerce Ventures Limited1.29%
2. Eternal Limited0.97%
3. Cartrade Tech Limited0.19%

1. PB Fintech Limited2.42%

1. Info Edge (India) Limited2.37%

1. Aadhar Housing Finance Limited0.91%
2. India Shelter Finance Corporation Limited0.67%
3. PNB Housing Finance Limited0.35%
4. Repco Home Finance Limited0.24%

1. National Aluminium Company Limited2.08%

1. Marico Limited2.01%

1. Vishal Mega Mart Limited2.01%

1. Hitachi Energy India Limited1.90%

1. Nippon Life India Asset Management Limited1.83%

1. TD Power Systems Limited0.64%
2. Bharat Heavy Electricals Limited0.59%
3. Ajax Engineering Limited0.35%
4. Omnitech Engineering Limited0.18%

1. Tube Investments of India Limited1.71%

1. Muthoot Finance Limited1.19%
2. Five Star Business Finance Limited0.48%

1. GE Vernova T&D India Limited1.66%

1. Cummins India Limited1.15%
2. Kirloskar Oil Engines Limited0.39%

1. Berger Paints (I) Limited1.30%
2. Indigo Paints Limited0.03%

1. Hero MotoCorp Limited1.15%

1. REC Limited1.14%

1. Coromandel International Limited1.12%

1. Sona BLW Precision Forgings Limited1.10%

About Fund WhiteOak Capital Mid Cap Fund Growth

WhiteOak Capital Mid Cap Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹5,293 Crore. The fund benchmarks its performance against the BSE 150 MidCap Total Return while maintaining an expense ratio of 2.02. Under the expert guidance of Ramesh Mantri ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ramesh Mantri

Mr. Ramesh Mantri holds MBA, CFA and CA. His prior assignments include White Oak Capital Management LLP, Ashoka Capital Advisers, Smith Management-Mumbai Office and CRISIL.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Kotak India Growth Fund Series 4 Growth0132.94 CR1.28
IDFC Equity Opportunity - Series 6 Growth0268.77 CR1.36
WhiteOak Capital Mid Cap Fund Growth25293.04 CR2.02
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundKotak India Growth Fund Series 4 Growth48.845493.1673
This FundIDFC Equity Opportunity - Series 6 Growth51.983193.2403
This FundWhiteOak Capital Mid Cap Fund Growth12.823298.3127
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

WhiteOak Capital Mid Cap Fund Growth FAQs

WhiteOak Capital Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of WhiteOak Capital Mid Cap Fund Growth is 2.02. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 5.38%
  • 6 Months : -0.03%
  • 1 Year : 12.82%
  • 3 Years : 25.64%
Returns of WhiteOak Capital Mid Cap Fund Growth are updated daily based on NAV of ₹ 20.270 as on May 15,2026. Since inception, the return has been 98.31%.

You can invest in WhiteOak Capital Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of WhiteOak Capital Mid Cap Fund Growth is ₹5,293 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in WhiteOak Capital Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.