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

Whiteoak Capital Mid Cap Growth Direct Plan

NAV
₹18.2510
-0.25%
(24 Apr)
AUM
2,745 Cr
TER
0.69%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+20.5%
+16.8%
+16.1%
+13.0%
+9.2%
+9.1%
3Y
+25.1%
NA
+28.4%
+25.4%
+19.8%
+25.2%
5Y
+35.6%
NA
+38.4%
+34.4%
+30.5%
NA
ALL
+22.3%
+25.9%
+23.8%
+21.0%
+17.9%
+20.8%
VOL
17.0%
15.1%
17.8%
15.9%
-
16.7%
TER
0.4%
0.7%
0.6%
0.9%
-
0.3%
AUM
₹8,634 Cr
₹2,745 Cr
₹26,028 Cr
₹72,610 Cr
-
₹1,092 Cr
INFO
1.31
1.71
1.34
1.33
-
1.25
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 Mar
Top holdings
Clearing Corporation Of India Ltd
6.9%
Muthoot Finance Ltd
3.8%
Persistent Systems Ltd
3.5%
Indian Hotels Co Ltd
3.4%
Max Financial Services Ltd
3.4%
Max Healthcare Institute Ltd Ordinary Shares
3.2%
Bharti Hexacom Ltd
2.8%
PB Fintech Ltd
2.3%
Coforge Ltd
2.3%
Hitachi Energy India Ltd Ordinary Shares
2.2%
Top industry exposure
Financial Services
20.1%
Healthcare
14.0%
Industrials
13.9%
Consumer Cyclical
9.3%
Technology
8.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
218%
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