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WhiteOak Capital Mid Cap Fund - Direct Growth
38.49
-2.57
5.24
0.21
12.21
34.36
  • NAV

    19.65

    as on 20 Dec 2024

  • ₹-0.40 (-1.99%)

    Last Change

  • ₹ 100

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 0.41%

    Expense Ratio
  • Rating

  • 2,676 Cr

    Fund Size

  • 2 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 20 Dec 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 38.49%
  • -
  • -
  • 34.36
By Holding By Sector By Asset
3.22%
3.20%
3.06%
2.87%
2.59%
85.06%
View all Holdings
  • 17.34Alpha
  • 3.72SD
  • 0.84Beta
  • 1.94Sharpe
  • Exit Load
  • In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.
The primary objective of the Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Ramesh Mantri

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  • Fund Name
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WhiteOak Capital Mutual Fund

  • AUM :
  • 13,161Cr
  • Address :
  • Unit No. B4, 6th Floor, Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai-400025
  • Contact :
  • +91022 69187607
  • Email ID :
  • Clientservice@whiteoakamc.com
  • Fund Name
Mutual Fund by Category
Equity Debt Hybrid

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FAQs

You can invest in WhiteOak Capital Mid Cap Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for WhiteOak Capital Mid Cap Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

WhiteOak Capital Mid Cap Fund - Direct Growth has delivered 38.57% since inception

The NAV of WhiteOak Capital Mid Cap Fund - Direct Growth is ₹18.232 as of 20 Dec 2024

The expense ratio of WhiteOak Capital Mid Cap Fund - Direct Growth is % as of 20 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of WhiteOak Capital Mid Cap Fund - Direct Growth 1868.79 CR as of 20 Dec 2024

The minimum SIP amount of WhiteOak Capital Mid Cap Fund - Direct Growth is 100

The top stock holdings of WhiteOak Capital Mid Cap Fund - Direct Growth are

  1. Persistent Sys - 3.22%
  2. Indian Hotels Co - 3.20%
  3. Motil.Oswal.Fin. - 3.06%
  4. Max Financial - 2.87%
  5. Muthoot Finance - 2.59%

The top sectors WhiteOak Capital Mid Cap Fund - Direct Growth has invested in are

  1. Industrial Products - 8.81%
  2. Debt - 7.83%
  3. Finance - 7.22%
  4. Pharmaceuticals & Biotech - 7.14%
  5. IT-Software - 6.71%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select WhiteOak Capital Mid Cap Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of WhiteOak Capital Mid Cap Fund - Direct Growth based on your investment objective and risk tolerance

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