WhiteOak Capital Mid Cap Fund Regular - Growth
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Equity, Mid Cap, Principal at very high risk
1 Year Return 3.98% at 22 Dec 2025 06:31 PM
Fund Details
NAV 20.077
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 -2.13%
3 Month 1.88%
6 Month 7.62%
1 Year 3.98%
3 Year 25.06%
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 (65.49%) Market Cap Mid Cap 2.38 Large Cap 40.98 Small Cap 22.13 Top Sectors Financial 24.12 Technology 6.97 Services 5.86 Capital Goods 5.07 Energy 4.34 Healthcare 4.11 Construction 4.08 Consumer Staples 4.06 Communication 1.94 Metals & Mining 1.83 Automobile 1.67 Materials 1.44 Top Holding Landmark Cars 0.19 Zensar Technologies 1.07 Akzo Nobel India 1.44 Carborundum Universal 0.5 Bajaj Finance 0.98 Sonata Software 1.01 State Bank of India 2.85 SJS Enterprises 0.48 Rolex Rings 0.46 Timken India 0.45 PNC Infratech 0.31 Voltamp Transformers 1.34 WeWork India Management 0.03 Tata Consultancy 2.09 The Anup Engineering 0.17 Cholamandalam Financial 0.58 Lupin 0.74 Ipca Laboratories 1.02 eClerx Services 3.2 Sagility 0.9 Technocraft Industries (India) 0.39 Transport Corp 1.1 GMM Pfaudler 0.38 Godrej Consumer 0.54 Bharat Petroleum Corporation 0.68 Tenneco Clean Air India 0.39 ITC 1.48 Axis Bank 1.36 HDFC Bank 8.56 Kirloskar Pneumatic 1.18 Equitas Small Finance Bank 0.32 VST Industries 0.4 Reliance Industries 3.66 Aditya Vision 0.44 Infosys 2.8 Tega Industries 0.94 Bharti Airtel 1.94 United Spirits 1.64 Finolex Cables 1.09 Kotak Mahindra Bank 2.7 Hyundai Motor 0.8 ICICI Bank 6.77 Larsen & Toubro 3.77 Aster DM Healthcare 2.35
Debt & Others (34.510000000000005%) Sector Allocation GOI Securities 14.95 Net Current Assets 0.73 State Development Loan 1.82 Debt Credit Ratings SOV 17.13 AAA 12.15 Cash & Call Money 5 A1+ 0.23 Debt Category Bajaj Finance 1.67 Toyota Financial Services 0.47 Gujarat State 1.16 Housing & Urban Dev Corp 0.72
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.85%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
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.
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
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) 11
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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