WhiteOak Capital Mid Cap Fund - Direct - Growth
A Equity Scheme by WhiteOak Capital Asset Management Limited
3Y Returns (CAGR)
23.65%
Expense Ratio
0.56%
as of 01/05/2026
AUM
₹488.53 Cr
Qtr End: Mar 26
NAV
₹21.748
as of 03/06/2026
3Y Returns (CAGR)
23.65%
Expense Ratio
0.56%
as of 01/05/2026
AUM
₹488.53 Cr
Qtr End: Mar 26
NAV
₹21.748
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 8.36% | 37.85% | 20.44% |
| 6M | 2.35% | 4.75% | 17.76% |
| 1Y | 9.01% | 9.01% | 14.36% |
| 3Y | 89.05% | 23.65% | 15.86% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 16/08/2022
- Fund Age
- 3.8 years
- Minimum Investment
- ₹500
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Invesco India Midcap Fund - Direct - Growth | 23.62% | 0.59% | ₹3,188.1 |
| ICICI Prudential MidCap Fund - Direct - Growth | 24.15% | 1.03% | ₹952.88 |
| WhiteOak Capital Mid Cap Fund - Direct - Growth | 23.65% | 0.56% | ₹488.53 |
| HSBC Midcap Fund - Direct - Growth | 26.23% | 0.66% | ₹2,493.7 |
| Mirae Asset Midcap Fund - Direct - Growth | 18.72% | 0.59% | ₹5,488.33 |
| Edelweiss Mid Cap Fund - Direct - Growth | 22.69% | 0.48% | ₹3,427.94 |
| HDFC Mid Cap Fund - Direct - Growth | 19.69% | 0.76% | ₹24,347.24 |