Whiteoak Capital Mid Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Whiteoak Capital Mid Cap Growth Direct Plan

NAV
₹18.5830
-0.35%
(17 Jan)
AUM
2,824 Cr
TER
0.41%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+36.2%
+28.4%
+24.6%
+21.0%
+19.3%
+18.7%
3Y
+30.1%
+23.2%
NA
+22.8%
+18.3%
+24.1%
5Y
+31.3%
+29.5%
NA
+27.5%
+24.1%
+27.4%
ALL
+25.2%
+22.9%
+30.2%
+19.3%
+18.8%
+21.5%
VOL
17.6%
16.8%
13.8%
16.8%
-
15.7%
TER
0.7%
0.4%
0.4%
0.8%
-
0.8%
AUM
₹26,421 Cr
₹8,666 Cr
₹2,824 Cr
₹35,278 Cr
-
₹77,967 Cr
INFO
1.43
1.36
2.18
1.15
-
1.37
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Clearing Corporation Of India Ltd
4.1%
Indian Hotels Co Ltd
3.4%
Motilal Oswal Financial Services Ltd
3.1%
Max Financial Services Ltd
3.0%
Muthoot Finance Ltd
3.0%
Max Healthcare Institute Ltd Ordinary Shares
2.6%
PB Fintech Ltd
2.5%
Hitachi Energy India Ltd Ordinary Shares
2.4%
The Federal Bank Ltd
2.3%
Info Edge (India) Ltd
2.2%
Top industry exposure
Financial Services
25.3%
Healthcare
12.9%
Consumer Cyclical
12.8%
Industrials
11.5%
Technology
11.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
183%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The primary objective of the Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Naitik Shah

FAQs