WhiteOak Capital Mid Cap Fund Regular Plan Growth
Category: Equity: Mid Cap
Launch Date: 07-09-2022
AUM:
₹ 1,813.66 Cr
Expense Ratio
2.01%
Benchmark
S&P BSE 150 MidCap TRI
ISIN
INF03VN01563
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
Fund Manager
Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak, Naitik Shah
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 50.79 | - | - |
| S&P BSE 150 MidCap TRI | 54.49 | 27.25 | 27.09 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
15.461
Last change
0.13 (0.8344%)
Fund Size (AUM)
₹ 1,813.66 Cr
Performance
28.98% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.
Fund Manager
Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak, Naitik Shah
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 4.54 |
| CG Power and Industrial Solutions Ltd. | 3.55 |
| The Indian Hotels Company Ltd. | 3.14 |
| Muthoot Finance Ltd. | 2.78 |
| Max Healthcare Institute Ltd. | 2.51 |
| Max Financial Services Ltd. | 2.25 |
| The Federal Bank Ltd. | 2.15 |
| Info Edge (India) Ltd. | 2.13 |
| The Phoenix Mills Ltd. | 2.07 |
| REC Ltd. | 2.04 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 25.13 |
| Healthcare | 14.21 |
| Services | 12.93 |
| Capital Goods | 10.24 |
| Technology | 7.99 |
| Consumer Staples | 5.24 |
| Materials | 4.53 |
| Construction | 4.49 |
| Metals & Mining | 4.22 |
| Automobile | 2.87 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Quant MidCap Gr | 34.34 |
| JM Midcap Fund Reg Gr | 0.0 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| Mahindra Manulife Mid Cap Fund Reg Gr | 27.08 |
| HSBC Midcap Fund Reg Growth | 21.44 |
| Motilal Oswal Midcap Fund Reg Gr | 27.86 |
| Nippon India Growth Fund Gr Gr | 26.4 |
| ICICI Pru MidCap Gr | 22.77 |
| HDFC Mid-Cap Opportunities Gr | 25.38 |