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

Whiteoak Capital Mid Cap IDCW Reinvest Direct Plan

NAV
₹19.6080
+0.60%
(5 Jun)
AUM
2,916 Cr
TER
0.43%
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
+25.3%
+24.1%
+24.1%
+18.8%
+18.8%
+12.3%
3Y
NA
+32.7%
+32.7%
+30.4%
+30.4%
+25.3%
5Y
NA
+37.4%
+37.4%
+34.3%
+34.3%
+29.9%
ALL
+27.2%
+23.3%
+23.3%
+21.2%
+21.2%
+17.9%
VOL
15.2%
19.6%
19.6%
17.4%
17.4%
-
TER
0.4%
0.7%
0.7%
0.8%
0.8%
-
AUM
₹2,916 Cr
₹27,780 Cr
₹27,780 Cr
₹74,910 Cr
₹74,910 Cr
-
INFO
1.79
1.19
1.19
1.22
1.22
-
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 Reinvest (DR)
₹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 30th Apr
Top holdings
Clearing Corporation Of India Ltd
8.0%
Max Financial Services Ltd
3.6%
Persistent Systems Ltd
3.5%
Indian Hotels Co Ltd
3.2%
Bharti Hexacom Ltd
3.2%
Max Healthcare Institute Ltd Ordinary Shares
3.1%
PB Fintech Ltd
2.6%
Muthoot Finance Ltd
2.5%
Hitachi Energy India Ltd Ordinary Shares
2.4%
Tube Investments of India Ltd Ordinary Shares
2.4%
Top industry exposure
Financial Services
22.4%
Healthcare
14.9%
Industrials
14.2%
Consumer Cyclical
9.1%
Technology
8.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
232%
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