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WhiteOak Capital Mid Cap Growth
Equity mid cap
Overview ( as on 02/02/26 )
NAV
₹19.11
Last change
₹0.49 +0.03%
Fund Size (AUM)
4447.55 Cr
Performance
-
Fund Details
WhiteOak Capital Mid Cap Growth
as of 02/02/26
AUM
4447.55 Cr
Expense Ratio
1.85 %
Benchmark
BSE MidCap 150 TR INR
ISIN
INF03VN01563
Fund Manager
Piyush Baranwal
Exit Load
1.0% if redeemed within 0-1 months
0% if redeemed after 1 months
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| WhiteOak Capital Mid Cap Growth | 12.73% | 25.81% | - |
| BSE MidCap 150 TR INR | 8.9% | 23.55% | 23.1% |
Top 10 Holdings
Persistent Systems Ltd |
3.84% |
Bharti Hexacom Ltd |
3.69% |
Max Financial Services Ltd |
3.54% |
Phoenix Mills Ltd |
3.44% |
Fortis Healthcare Ltd |
2.91% |
Muthoot Finance Ltd |
2.77% |
Coforge Ltd |
2.57% |
Info Edge (India) Ltd |
2.56% |
PB Fintech Ltd |
2.31% |
Laurus Labs Ltd |
2.29% |
Sector Allocation
Financial |
22.42% |
Healthcare |
18.39% |
Industrials |
13.0% |
Technology |
10.43% |
Consumer Cyclical |
9.19% |
Basic Materials |
8.31% |
Real Estate |
7.08% |
Communication Services |
7.02% |
Energy |
3.35% |
Consumer Defensive |
0.8% |
Asset Allocation
-
99%
Equity
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1%
Others
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0%
Debt
Risk and Return Category
Risk v/s Category
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Low
-
Below Average
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Average
-
Above Average
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High
Return v/s Category
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Low
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Below Average
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Average
-
Above Average
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High
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HDFC Mid Cap IDCW-P
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Returns
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23.8% (5Y)
-
-
HDFC Mid Cap Growth
Equity mid cap-
Returns
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23.81% (5Y)
-
-
Edelweiss Mid Cap Growth
Equity mid cap-
Returns
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24.14% (5Y)
-
-
Edelweiss Mid Cap IDCW-P
Equity mid cap-
Returns
-
24.14% (5Y)
-
-
WhiteOak Capital Mid Cap Growth
Equity mid cap-
Returns
-
NA
-
-
WhiteOak Capital Mid Cap IDCW-P
Equity mid cap-
Returns
-
NA
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