WhiteOak Capital Mid Cap Fund - Direct - Growth
A Equity Scheme by WhiteOak Capital Asset Management Limited
3Y Returns (CAGR)
28.90%
Expense Ratio
0.54%
as of 01/02/2026
AUM
₹390.32 Cr
Qtr End: Dec 25
NAV
₹20.413
as of 02/03/2026
3Y Returns (CAGR)
28.90%
Expense Ratio
0.54%
as of 01/02/2026
AUM
₹390.32 Cr
Qtr End: Dec 25
NAV
₹20.413
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹20.6k
Abs. Returns106.0%
CAGR27.3%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.26% | -15.98% | 13.96% |
| 6M | 1.20% | 2.42% | 11.90% |
| 1Y | 19.98% | 19.98% | 14.23% |
| 3Y | 114.15% | 28.90% | 14.89% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 16/08/2022
- Fund Age
- 3.5 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 | 29.07% | 0.54% | ₹2,673.12 |
| WhiteOak Capital Mid Cap Fund - Direct - Growth | 28.90% | 0.54% | ₹390.32 |
| Edelweiss Mid Cap Fund - Direct - Growth | 28.45% | 0.42% | ₹2,984.22 |
| ICICI Prudential MidCap Fund - Direct - Growth | 27.43% | 1.04% | ₹934.86 |
| HDFC Mid Cap Fund - Direct - Growth | 27.28% | 0.74% | ₹22,946.24 |
| Kotak Midcap Fund - Direct - Growth | 23.55% | 0.38% | ₹14,771.46 |
| Sundaram Mid Cap Fund - Direct - Growth | 26.85% | 0.87% | ₹1,187.92 |