WhiteOak Capital Mid Cap Fund - Direct - Growth
Equity Schemes by WhiteOak Capital Asset Management Limited
3Y Returns (CAGR)
20.70%
Expense Ratio
0.98%
as of 01/08/2026
AUM
₹1,180.12 Cr
Qtr End: Sept 26
NAV
₹22.43
as of 16/10/2026
3Y Returns (CAGR)
20.70%
Expense Ratio
0.98%
as of 01/08/2026
AUM
₹1,180.12 Cr
Qtr End: Sept 26
NAV
₹22.43
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.93% | -11.21% | 12.85% |
| 6M | 5.98% | 12.31% | 13.04% |
| 1Y | 6.80% | 6.80% | 15.31% |
| 3Y | 75.84% | 20.70% | 16.10% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 16/08/2022
- Fund Age
- 4.2 years
- Minimum Investment
- ₹500
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
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