WhiteOak Capital Mid Cap Fund Direct - Growth
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Equity, Mid Cap, Principal at very high risk
1 Year Return 5.47% at 22 Dec 2025 06:30 PM
Fund Details
NAV 21.151
Sub-Type Mid Cap
Rating 5
Min. SIP Amount ₹100.0
Fund Age(Year) 3.29
Fund Size(in Crores) 4346.41
Fund Performance
1 Month -2.02%
3 Month 2.22%
6 Month 8.37%
1 Year 5.47%
3 Year 27.04%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.83%) Market Cap Mid Cap 43.35 Small Cap 16.67 Large Cap 38.81 Top Sectors Consumer Staples 26.13 Automobile 25.41 Healthcare 22.2 Capital Goods 11.45 Materials 6.81 Metals & Mining 3.26 Chemicals 1.28 Financial 1.16 Services 0.61 Energy 0.29 Consumer Discretionary 0.23 Top Holding Goodyear India 0.77 Lupin 6.37 Nestle India 6.98 Maruti Suzuki India 5.24 Tata Motors Passenger Vehicles 0.51 Anthem Biosciences 3.32 Tata Motors 1.11 Grindwell Norton 1.56 Balkrishna Industries 2 RHI Magnesita 1.45 Bosch 3.77 Vedanta 1.7 Aadhar Housing Fin 1.16 Schaeffler India 0.34 United Spirits 8.19 SKF India 0.99 Timken India 3.42 Cummins India 2.35 Laurus Labs 0.62 Ashok Leyland 2.46 Whirlpool Of India 0.23 Ambuja Cements 6.81 Fortis Healthcare 6.45 Escorts Kubota 7.21 Britannia Industries 6.42 Hyundai Motor 2.34 JNK 0.69 SKF India (Industrial) 1.4 Piramal Pharma 2.14 Pfizer 2.25 Abbott India 1.05 Hindustan Unilever 4.54 Westlife Foodworld 0.61 SRF 1.28 ABB India 0.81 Siemens Energy India 0.29
Debt & Others (1.17%) Sector Allocation Repo 0.03 Net Current Assets 1.14 Debt Credit Ratings Debt Category Others 1.17
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -1.19% Ret 1Y -0.15% Ret 3Y 13.97% Ret 5Y 11.23%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -1.19% Ret 1Y -0.15% Ret 3Y 13.97% Ret 5Y 11.23%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.54%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Dheeresh Pathak
Education Mr. Pathak has done B.E in Electronics Engineering and a PGDBM from MDI Gurgaon
Experience Prior to joining WhiteOak Capital Mutual Fund, he has worked with Goldman Sachs
Piyush Baranwal
Education Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.
Experience Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
Ramesh Mantri
Education Mr. Mantri is an MBA, CFA and CA
Experience Prior to joining WhiteOak Capital Mutual Fund, he has worked with WhiteOak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.
Trupti Agrawal
Education Ms. Agrawal has done B.Com and CA.
Experience Prior to joining WhiteOak Capital Mutual Fund, she has worked with L&T Infrastructure Finance Co. Ltd. and Ernst & Young.
Ashish Agrawal
Education PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow
Experience Prior to joining Whiteoak Capital AMC, he was working with Motilal Owal Asset Management Co. Ltd from 2016 till date. Citigroup Global Markets Ltd from 2010 to 2016
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 7
Date of Incorporation 2022-09-07
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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