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

Whiteoak Capital Mid Cap Growth Direct Plan

NAV
₹20.9150
-0.08%
(17 Oct)
AUM
3,731 Cr
TER
0.47%
Risk
Very High Risk
Rating
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
+8.5%
+5.3%
+3.0%
+0.2%
-1.9%
-3.4%
3Y
+30.7%
+27.8%
+27.4%
+22.5%
+27.0%
+28.6%
5Y
+30.5%
NA
+30.9%
+26.4%
+26.0%
+35.3%
ALL
+22.0%
+26.8%
+21.1%
+16.9%
+20.4%
+23.9%
VOL
16.0%
14.7%
15.7%
-
15.9%
17.6%
TER
0.5%
0.5%
0.7%
-
0.7%
0.7%
AUM
₹8,518 Cr
₹3,731 Cr
₹84,855 Cr
-
₹11,937 Cr
₹34,749 Cr
INFO
1.37
1.82
1.35
-
1.28
1.35
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 30th Sep
Top holdings
Clearing Corporation Of India Ltd
4.6%
Muthoot Finance Ltd
3.6%
Max Financial Services Ltd
3.3%
Bharti Hexacom Ltd
3.2%
Fortis Healthcare Ltd
3.1%
Persistent Systems Ltd
2.9%
Phoenix Mills Ltd
2.8%
Coforge Ltd
2.5%
The Federal Bank Ltd
2.5%
Tube Investments of India Ltd Ordinary Shares
2.4%
Top industry exposure
Financial Services
22.3%
Industrials
15.2%
Healthcare
13.7%
Technology
10.4%
Consumer Cyclical
9.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
241%
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