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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Category: Equity: Mid Cap
Launch Date: 07-09-2022
Asset Class:
Benchmark: S&P BSE 150 MidCap TRI
Expense Ratio: 2.2% As on (31-07-2023)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 960.75 Cr As on (31-08-2023)
Turn over:
NAV as on 29-09-2023

12.655

-0.01 (-0.1027%)

CAGR Since Inception

24.04%

S&P BSE 150 MidCap TRI 18.56%

PERFORMANCE of WhiteOak Capital Mid Cap Fund Regular Plan Growth

Scheme Performance (%) Data as on - 29-09-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital Mid Cap Fund Regular Plan Growth 28.39 - - - 24.04
S&P BSE 150 MidCap TRI 31.5 32.86 20.59 21.94 18.56
Equity: Mid Cap 24.55 29.14 18.78 21.07 18.58

Yearly Performance (%)

Nav Movement

Fund Managers

Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Shariq Merchant

Investment 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.

RETURNS CALCULATOR for WhiteOak Capital Mid Cap Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of WhiteOak Capital Mid Cap Fund Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
WhiteOak Capital Mid Cap Fund Regular Plan Growth 5.67 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of WhiteOak Capital Mid Cap Fund Regular Plan Growth

Compare SIP Compare Lumpsum
Period
Data as on - 29-09-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 28.39 0.0 0.0 0.0 0.0
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 36.66 20.77 34.45 20.53 22.93
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 05-09-1994 34.51 15.06 27.08 18.38 20.91
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 33.12 16.3 32.1 20.09 0.0
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 31.18 16.58 33.46 22.14 20.62
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 29.31 14.41 28.57 20.31 21.49
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 29.16 21.08 37.79 24.17 17.93
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 26.19 13.57 32.39 0.0 0.0
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 25.35 14.26 28.55 15.46 19.75
Invesco India Midcap Fund - Growth Option 19-04-2007 25.33 12.48 26.1 18.36 21.71

PORTFOLIO ANALYSIS of WhiteOak Capital Mid Cap Fund Regular Plan Growth

Asset Allocation (%)