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)
₹7,485 Cr
Lock In Period
N/A
Expense Ratio
2.28
Exit Load
Nil
Benchmark
BSE 150 MidCap Total Return
WhiteOak Capital Mid Cap Fund Growth Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.90 | -2.13 | 2.55 |
| 6M | 15.95 | 2.45 | 21.01 |
| 1Y | 9.32 | 2.79 | 47.78 |
| 3Y | 18.37 | 12.74 | 89.13 |
Portfolio Analysis
- Equity: 87.42%
- Debt: 10.77%
- Others
As on: 2026-08-31
View allocation % by
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 ₹7,485 Crore. The fund benchmarks its performance against the BSE 150 MidCap Total Return while maintaining an expense ratio of 2.28. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Sundaram Mid Cap Fund - Institutional Plan Growth | 0 | 10,450 CR | 1.59 |
| Edelweiss Mid Cap Fund Growth | 4 | 19,891 CR | 1.89 |
| WhiteOak Capital Mid Cap Fund Growth | 4 | 7,485 CR | 2.28 |
| Baroda BNP Paribas Mid-Cap Fund Growth | 0 | 92 CR | 2.74 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Mid Cap Fund - Institutional Plan Growth | 38.602 | 56.9746 |
| This FundEdelweiss Mid Cap Fund Growth | 3.207 | 61.9984 |
| This FundWhiteOak Capital Mid Cap Fund Growth | 9.3177 | 65.8554 |
| This FundBaroda BNP Paribas Mid-Cap Fund Growth | 26.1283 | 84.2656 |
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 2.28. 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 : -5.90%
- 6 Months : 15.95%
- 1 Year : 9.32%
- 3 Years : 18.37%
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 ₹7,485 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.
