WhiteOak Capital Mid Cap Fund - Direct - Growth
Equity Scheme by WhiteOak Capital Asset Management Limited
3Y Returns (CAGR)
23.51%
Expense Ratio
1.01%
as of 01/07/2026
AUM
₹702.64 Cr
Qtr End: Jun 26
NAV
₹22.974
as of 17/07/2026
3Y Returns (CAGR)
23.51%
Expense Ratio
1.01%
as of 01/07/2026
AUM
₹702.64 Cr
Qtr End: Jun 26
NAV
₹22.974
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 8.55% | 38.83% | 13.05% |
| 6M | 10.52% | 22.14% | 17.96% |
| 1Y | 12.92% | 12.92% | 14.83% |
| 3Y | 88.42% | 23.51% | 16.00% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 16/08/2022
- Fund Age
- 3.9 years
- Minimum Investment
- ₹500
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
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