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

Whiteoak Capital Mid Cap IDCW Payout Direct Plan

NAV
₹17.5790
-0.63%
(28 Mar)
AUM
2,503 Cr
TER
0.58%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+16.4%
+12.4%
+12.4%
+9.9%
+9.0%
+9.0%
3Y
NA
+26.5%
+26.5%
+19.4%
+24.4%
+24.4%
5Y
NA
+35.3%
+35.3%
+31.4%
NA
NA
ALL
+25.1%
+22.2%
+22.2%
+18.1%
+19.8%
+19.8%
VOL
14.7%
19.6%
19.6%
-
16.6%
16.6%
TER
0.6%
0.7%
0.7%
-
0.2%
0.2%
AUM
₹2,503 Cr
₹23,704 Cr
₹23,704 Cr
-
₹988 Cr
₹988 Cr
INFO
1.71
1.13
1.13
-
1.19
1.19
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 IDCW Payout (DP)
₹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 28th Feb
Top holdings
Clearing Corporation Of India Ltd
4.7%
Muthoot Finance Ltd
3.6%
Indian Hotels Co Ltd
3.3%
Persistent Systems Ltd
3.3%
Max Financial Services Ltd
3.2%
Max Healthcare Institute Ltd Ordinary Shares
3.0%
Coforge Ltd
2.6%
Bharti Hexacom Ltd
2.5%
PB Fintech Ltd
2.3%
Net Receivables / (Payables)
2.3%
Top industry exposure
Financial Services
22.1%
Healthcare
13.1%
Industrials
12.5%
Technology
10.3%
Consumer Cyclical
10.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
208%
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
Ashish Agrawal

FAQs