• Home
  • Mutual Funds
  • WhiteOak Capital Mid Cap Fund Growth

WhiteOak Capital Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

WhiteOak Capital Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹6,171 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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.47-0.697.74
6M12.401.7364.49
1Y13.493.68137.57
3Y21.9812.21202.94

Portfolio Analysis

  • Equity: 84.91%
  • Debt: 13.33%
  • Others
As on: 2026-06-30
View allocation % by

1. Laurus Labs Limited2.26%
2. Alkem Laboratories Limited1.38%
3. IPCA Laboratories Limited1.27%
4. Gland Pharma Limited0.93%
5. Abbott India Limited0.86%
6. Acutaas Chemicals Limited0.80%
7. Ajanta Pharma Limited0.71%
8. Mankind Pharma Limited0.53%
9. Sai Life Sciences Limited0.49%
10. Neuland Laboratories Limited0.44%
11. Anthem Biosciences Limited0.33%
12. Shilpa Medicare Limited0.28%

1. Max Financial Services Limited3.14%
2. 360 One WAM Limited1.44%
3. Motilal Oswal Financial Services Limited1.13%
4. Aditya Birla Capital Limited0.91%
5. Cholamandalam Financial Holdings Limited0.29%
6. Onemi Technology Solutions Limited0.21%
7. Prudent Corporate Advisory Services Limited0.11%

1. Fortis Healthcare Limited2.51%
2. Max Healthcare Institute Limited1.21%
3. Narayana Hrudayalaya Limited0.70%
4. Krishna Institute Of Medical Sciences Limited0.15%

1. The Phoenix Mills Limited3.20%
2. Godrej Properties Limited0.99%
3. Sobha Limited0.16%
4. Brigade Enterprises Limited0.07%

1. The Federal Bank Limited2.78%
2. The South Indian Bank Limited0.38%
3. AU Small Finance Bank Limited0.19%

1. Bharat Heavy Electricals Limited2.02%
2. TD Power Systems Limited0.47%
3. Ajax Engineering Limited0.43%
4. Omnitech Engineering Limited0.09%

1. Bharti Hexacom Limited2.84%

1. PB Fintech Limited2.31%
2. One 97 Communications Limited0.50%

1. Muthoot Finance Limited1.40%
2. Five Star Business Finance Limited0.60%
3. IIFL Finance Limited0.29%
4. Aye Finance Limited0.04%

1. Aadhar Housing Finance Limited0.97%
2. India Shelter Finance Corporation Limited0.62%
3. PNB Housing Finance Limited0.39%
4. Repco Home Finance Limited0.29%

1. FSN E-Commerce Ventures Limited0.93%
2. Eternal Limited0.82%
3. Cartrade Tech Limited0.28%

1. Billionbrains Garage Ventures Ltd0.66%
2. Coforge Limited0.59%
3. TBO Tek Limited0.33%
4. Intellect Design Arena Limited0.19%
5. Oracle Financial Services Software Limited0.13%
6. Newgen Software Technologies Limited0.08%
7. Persistent Systems Limited0.03%
8. KPIT Technologies Limited0.01%

1. Vishal Mega Mart Limited1.73%

1. Marico Limited1.66%

1. AIA Engineering Limited1.63%

1. Info Edge (India) Limited1.55%

1. Colgate Palmolive (India) Limited0.66%
2. Godrej Industries Limited0.64%
3. Gillette India Limited0.23%

1. Tube Investments of India Limited1.50%

1. Lenskart Solutions Limited1.44%

1. Berger Paints (I) Limited1.41%
2. Indigo Paints Limited0.03%

1. Oil India Limited1.38%

1. National Aluminium Company Limited1.37%

1. Cummins India Limited0.90%
2. Kirloskar Oil Engines Limited0.45%

1. REC Limited1.34%

1. Hitachi Energy India Limited1.26%

1. GE Vernova T&D India Limited1.23%

1. JSW Infrastructure Ltd1.04%

1. Sona BLW Precision Forgings Limited1.03%

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 ₹6,171 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
Sundaram Select Micro Cap Series XIV Growth0216 CR1.34
WhiteOak Capital Mid Cap Fund Growth26,171 CR2.26
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundSundaram Select Micro Cap Series XIV Growth43.167481.1123
This FundWhiteOak Capital Mid Cap Fund Growth13.489781.4849
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 2.26. 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 : 2.47%
  • 6 Months : 12.40%
  • 1 Year : 13.49%
  • 3 Years : 21.98%
Returns of WhiteOak Capital Mid Cap Fund Growth are updated daily based on NAV of ₹ 21.787 as on Jul 31,2026. Since inception, the return has been 81.48%.

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 ₹6,171 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.