WhiteOak Capital Mid Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Mid Cap funds is 82.60% .
The largest portfolio holding is TREPS with a portfolio weight of 5.52% .
The fund currently owns more than 149 stocks.
The top 10 holdings account for 27.72% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 28.53% | 1.15% |
| 2 Year Return | 79.21% | 14.53% |
| 3 Year Return | N/A | 40.78% |
| 4 Year Return | N/A | 68.09% |
| 5 Year Return | N/A | 82.60% |
| 6 Year Return | N/A | 138.43% |
| 7 Year Return | N/A | 178.44% |
| Expense Ratio | 0.44% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
5.52%
|
||
| 2 | Financials |
3.11%
|
|
| 3 | Telecom Services |
2.90%
|
|
| 4 | Financials |
2.84%
|
|
| 5 | Pharmaceuticals |
2.46%
|
|
| 6 | IT Consulting & Software |
2.43%
|
|
| 7 | Health Care |
2.30%
|
|
| 8 | Financial Technologies (Fintech) |
2.16%
|
|
| 9 | Real Estate |
2.12%
|
|
| 10 | Retail - Departmental Stores |
1.88%
|
|
| 11 | Industrials |
1.81%
|
|
| 12 | Internet & Catalogue Retail |
1.77%
|
AMC: WHITEOAKCAPITAL
Category: Equity • Mid Cap
Launch Date: 16 Aug 2022
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital Mid Cap Fund - Direct Plan is managed by WHITEOAKCAPITAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds