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WhiteOak Capital Mid Cap Fund Regular Plan Growth

Fund House:
WhiteOak Capital Mutual Fund
Category:
Equity: Mid Cap
Status:
Open Ended Schemes
Launch Date:
07-09-2022
ISIN Number:
INF03VN01563
Minimum Investment:
500
Minimum SIP:
Total Assets: (29-11-2024):
2675.13
Nav (20-12-2024)
18.921
CAGR Since Inception:
31.75
Benchmark:
BSE 150 MidCap TRI
Expense Ratio (30-11-2024)::
1.92 %
Risko-Meter:
Very High
Exit Load:
Exit load of 1%, if redeemed within 1 month.
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
WhiteOak Capital Mid Cap Fund Regular Plan Growth 36.34 35.93 0 0 0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 48.33 37.76 26.86 28.54 18.36
HSBC Midcap Fund - Regular Growth 44.35 38.5 27.26 25.6 17.77
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 43.08 36.76 27.47 30.4 19.25
Kotak Emerging Equity Scheme - Growth 36.96 31.35 24.34 27.32 18.82
JM Midcap Fund (Regular) - Growth 36.82 37.56 0 0 0
Franklin India Prima Fund-Growth 36.57 32.66 23.99 23.61 16.19
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 35.64 33.75 0 0 0
Sundaram Mid Cap Fund Regular Plan - Growth 35.63 33.99 26.68 24.79 16.35
Fund Manager
Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak:
Scheme Objective
The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On WhiteOak Capital Mid Cap Fund Regular Plan Growth NIFTY 50 TRI Equity: Mid Cap
CAGR since inception 31.75% 13.95% 21.06%
1 Year 36.34% 12.84% 32.91%
3 Year 0.00% 13.73% 23.47%
5 Year 0.00% 15.28% 26.40%
10 Year 0.00% 12.46% 17.10%
Nav / Index Value as on2024-12-22 2,675.13% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 1.69
Debt 1.62
Cash & Cash Equivalents 2.03
Equity 94.66
Company Holding
THE INDIAN HOTELS COMPANY LIMITED 3.2
MOTILAL OSWAL FINANCIAL SERVICES LIMITED 3.06
MAX FINANCIAL SERVICES LIMITED 2.87
MUTHOOT FINANCE LIMITED 2.59
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED 2.46
THE FEDERAL BANK LIMITED 2.41
PB FINTECH LIMITED 2.36
MAX HEALTHCARE INSTITUTE LIMITED 2.34
INFO EDGE INDIA LIMITED 2.21
COFORGE LIMITED 1.95
FAQ's of WhiteOak Capital Mid Cap Fund Regular Plan Growth
How do I use the SIP Calculator to calculate WhiteOak Capital Mutual Fund ?

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2. Put the monthly SIP amount.

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4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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WhiteOak Capital Mid Cap Fund Regular Plan Growth