WhiteOak Capital Mid Cap Fund Direct growth

Equity • Mid Cap • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Mid Cap

Direct growth

Launched On
07 Sep 2022
3.1 years ago
Lock-in Period
No lock-in
NAV
as of 29 Oct 2025
₹21.19
+0.1749% (0.10)
AUM
₹3,731 Cr
Expense ratio
0.47%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1M

1%

If units sold after 1M

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

24.52%
Industrials

Industrials

16.73%
Healthcare

Healthcare

15.04%
Technology

Technology

11.49%
Consumer Cyclical

Consumer Cyclical

10.21%

Fund House

WhiteOak

WhiteOak

Inc: 16 Jan 2019 • Total AUM: ₹25,419 Cr • Rank #27
WhiteOak Capital Mutual Fund, started in 2021, has WhiteOak Capital group as its sponsors. The fund house is headed by Aashish P. Somaiyaa as the CEO. As of 31 March 2024, it has an AUM of ₹10,327 Cr.

Fund Managers

Piyush Baranwal

Experience: 6.78 yrs • Total AUM: 1,10,035 Cr

Ramesh Mantri

Experience: 3.23 yrs • Total AUM: 92,608 Cr

Trupti Agrawal

Experience: 3.21 yrs • Total AUM: 91,278 Cr

Dheeresh Pathak

Experience: 1.72 yrs • Total AUM: 91,278 Cr

Ashish Agrawal

Experience: yrs • Total AUM: 90,967 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.