WhiteOak Capital Mid Cap Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹6,792 Cr

Lock In Period

N/A

Expense Ratio

2.26

Exit Load

Nil

Benchmark

BSE 150 MidCap Total Return

WhiteOak Capital Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.17-0.442.55
6M16.973.3223.05
1Y13.434.9247.78
3Y20.0314.6192.02

Portfolio Analysis

  • Equity: 87.05%
  • Debt: 11.34%
  • Others
As on: 2026-07-31
View allocation % by

1. Laurus Labs Limited2.46%
2. Alkem Laboratories Limited1.34%
3. IPCA Laboratories Limited1.19%
4. Abbott India Limited0.86%
5. Gland Pharma Limited0.85%
6. Ajanta Pharma Limited0.74%
7. Mankind Pharma Limited0.59%
8. Sai Life Sciences Limited0.48%
9. Acutaas Chemicals Limited0.45%
10. Neuland Laboratories Limited0.41%
11. Anthem Biosciences Limited0.31%
12. Shilpa Medicare Limited0.26%

1. Max Financial Services Limited3.11%
2. 360 One WAM Limited1.58%
3. Motilal Oswal Financial Services Limited1.11%
4. Aditya Birla Capital Limited0.85%
5. Cholamandalam Financial Holdings Limited0.25%
6. Onemi Technology Solutions Limited0.14%
7. Prudent Corporate Advisory Services Limited0.11%

1. The Federal Bank Limited2.84%
2. IndusInd Bank Limited1.68%
3. The South Indian Bank Limited0.40%
4. AU Small Finance Bank Limited0.18%
5. Ujjivan Small Finance Bank Limited0.15%
6. Karur Vysya Bank Limited0.06%

1. Coforge Limited2.43%
2. Persistent Systems Limited0.85%
3. Billionbrains Garage Ventures Ltd0.58%
4. TBO Tek Limited0.28%
5. Oracle Financial Services Software Limited0.22%
6. Intellect Design Arena Limited0.17%
7. Newgen Software Technologies Limited0.08%

1. Fortis Healthcare Limited2.30%
2. Max Healthcare Institute Limited1.07%
3. Narayana Hrudayalaya Limited0.65%
4. Krishna Institute Of Medical Sciences Limited0.13%

1. The Phoenix Mills Limited2.12%
2. Godrej Properties Limited1.02%
3. Sobha Limited0.23%
4. Brigade Enterprises Limited0.07%

1. Muthoot Finance Limited1.32%
2. Mahindra & Mahindra Financial Services Limited0.59%
3. Five Star Business Finance Limited0.59%
4. IIFL Finance Limited0.43%
5. Aye Finance Limited0.04%

1. Bharat Heavy Electricals Limited1.81%
2. Ajax Engineering Limited0.42%
3. TD Power Systems Limited0.39%
4. Omnitech Engineering Limited0.31%

1. Bharti Hexacom Limited2.90%

1. PB Fintech Limited2.16%
2. One 97 Communications Limited0.54%

1. Aadhar Housing Finance Limited0.90%
2. India Shelter Finance Corporation Limited0.57%
3. PNB Housing Finance Limited0.41%
4. Repco Home Finance Limited0.25%

1. Marico Limited1.67%
2. Manorama Industries Limited0.33%

1. Vishal Mega Mart Limited1.88%

1. Info Edge (India) Limited1.77%

1. Berger Paints (I) Limited1.55%
2. Indigo Paints Limited0.03%

1. Godrej Industries Limited0.66%
2. Colgate Palmolive (India) Limited0.62%
3. Gillette India Limited0.21%

1. AIA Engineering Limited1.47%

1. Sona BLW Precision Forgings Limited1.37%

1. FSN E-Commerce Ventures Limited1.01%
2. Cartrade Tech Limited0.33%

1. National Aluminium Company Limited1.28%

1. REC Limited1.25%

1. Cummins India Limited0.80%
2. Kirloskar Oil Engines Limited0.31%

1. Tube Investments of India Limited1.10%

1. Leela Palaces Hotels & Resorts Limited0.65%
2. Travel Food Services Limited0.21%
3. Lemon Tree Hotels Limited0.17%
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About Fund WhiteOak Capital Mid Cap Fund Growth

WhiteOak Capital Mid Cap Fund Growth managed by WhiteOak Capital Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹6,792 Crore. The fund benchmarks its performance against the BSE 150 MidCap Total Return while maintaining an expense ratio of 2.26. 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
ITI Mid Cap Fund Growth21,479 CR2.48
Edelweiss Mid Cap Fund Growth418,693 CR1.89
WhiteOak Capital Mid Cap Fund Growth26,792 CR2.26
HSBC Midcap Fund Growth417,188 CR2.29
Fund Name1Y3Y
This FundITI Mid Cap Fund Growth11.177264.486
This FundEdelweiss Mid Cap Fund Growth7.386269.1093
This FundWhiteOak Capital Mid Cap Fund Growth13.432972.9457
This FundHSBC Midcap Fund Growth20.265985.9929

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 2.26. 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 : -0.17%
  • 6 Months : 16.97%
  • 1 Year : 13.43%
  • 3 Years : 20.03%
Returns of WhiteOak Capital Mid Cap Fund Growth are updated daily based on NAV of ₹ 22.027 as on Sep 11,2026. Since inception, the return has been 72.95%.

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 ₹6,792 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.