WhiteOak Capital Mid Cap Fund Regular Plan Growth
Category: Equity: Mid Cap
Launch Date: 07-09-2022
AUM:
₹ 2,744.56 Cr
Expense Ratio
1.96%
Benchmark
BSE 150 MidCap TRI
ISIN
INF03VN01563
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 10.68 | - | - |
| Benchmark | - | - | - |
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
17.334
Last change
-0.06 (-0.3577%)
Fund Size (AUM)
₹ 2,744.56 Cr
Performance
22.77% (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
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Clearing Corporation of India Ltd | 6.91 |
| MUTHOOT FINANCE LIMITED EQ | 3.81 |
| Persistent Systems Ltd | 3.45 |
| THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- | 3.39 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 3.35 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.24 |
| Bharti Hexacom Limited | 2.77 |
| PB FINTECH LIMITED EQ NEW FV RS. 2/- | 2.31 |
| COFORGE LIMITED EQ | 2.25 |
| HITACHI ENERGY INDIA LIMITED EQ | 2.25 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.21 |
| Healthcare | 14.77 |
| N/A | 13.97 |
| Capital Goods | 10.31 |
| Consumer Services | 8.33 |
| Information Technology | 7.81 |
| Realty | 3.83 |
| Oil, Gas & Consumable Fuels | 3.37 |
| Automobile and Auto Components | 3.26 |
| Telecommunication | 2.77 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Invesco India MidCap Gr | 28.99 |
| Edelweiss MidCap Reg Gr | 32.15 |
| Motilal Oswal Midcap Fund Reg Gr | 35.62 |
| Franklin India Prima Fund Gr | 27.11 |
| Sundaram MidCap Gr | 28.75 |
| Nippon India Growth Fund Gr Gr | 32.71 |
| Kotak Emerging Equity Sch Gr | 29.35 |
| Axis MidCap Reg Gr | 23.5 |
| HDFC Mid-Cap Opportunities Gr | 32.26 |