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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹4,491 Cr

Lock In Period

N/A

Expense Ratio

1.87

Benchmark

BSE 150 MidCap Total Return

Exit Load

1.00% of applicable NAV if units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter.

Summary

Latest details for WhiteOak Capital Mid Cap Fund Growth include a ₹20.114 NAV as of Apr 22,2026 and returns since inception of 104.34%. Minimum investments start at SIP ₹100. The WhiteOak Capital Mid Cap Fund Growth AUM is ₹4,491 Cr, with a lock-in of N/A years, expense ratio of 1.87%, and benchmark BSE 150 MidCap Total Return. Exit load is - 1.00% of applicable NAV if units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter.. In the growth review for 1M Month/Year, the fund recorded 10.75% returns, against a category average of -0.66% and a category best of 13.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M10.75-0.6613.98
6M0.661.1064.49
1Y17.064.11137.57
3Y26.9011.90202.94

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 managed by WhiteOak Capital Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹4,491 Crore. The fund benchmarks its performance against the BSE 150 MidCap Total Return while maintaining an expense ratio of 1.87. 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
This FundWhiteOak Capital Mid Cap Fund Growth44490.64 CR1.87
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundWhiteOak Capital Mid Cap Fund Growth17.0621104.3447
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 1.87. 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 : 10.75%
  • 6 Months : 0.66%
  • 1 Year : 17.06%
  • 3 Years : 26.90%
Returns of WhiteOak Capital Mid Cap Fund Growth are updated daily based on NAV of ₹ 20.114 as on Apr 22,2026. Since inception, the return has been 104.34%.

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 ₹4,491 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.
Min Inv Amount: ₹500