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Fund Overview of Whiteoak Capital Mid Cap Fund Regular-growth
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₹5,732.4 CrAUM
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₹20.94NAV
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2.08%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Whiteoak Capital Mid Cap Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 14.40% | NA | 4.37% |
| 6 Months | 5.53% | NA | 15.67% |
| 1 Year | 10.57% | 10.57% | -0.50% |
| 2 Years | 23.46% | 11.11% | 23.18% |
| 3 Years | 85.58% | 22.89% | 22.72% |
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Asset Allocation
equities
97.05%debt instruments
11.17%Whiteoak Capital Mid Cap Fund Regular-growth is one Equity mutual fund offered by WhiteOak Capital Mutual Fund. Launched on 07 Sep 2022, the fund aims Long term capital appreciation. Investment in a diversified portfolio of equity and equity-related securities of companies primarily selected from the mid-cap segment of the Indian markets. It manages assets worth ₹5,732.4 crore as on Sun May 31, 2026. The expense ratio stands at 2.08%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Whiteoak Capital Mid Cap Fund Regular-growth
The portfolio allocation consists of 97.05% in equities, 11.17% in debt instruments.Managed by Ramesh Mantri, it has delivered a return of 10.57% in the last year, a total return since inception of 21.60%.
Depending on investment horizon individuals often evaluate best sip in india as part of their overall investment planning.
Key Metrics of Whiteoak Capital Mid Cap Fund Regular-growth
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Standard Deviation17.18%
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Sharpe Ratio1.02%
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Alpha3.67%
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Beta0.91%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from WhiteOak Capital Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Whiteoak Capital Mid Cap Fund Direct-growth
|
₹5,732 | 3.41% | 14.77% | 6.22% | 12.06% | 24.72% |
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Whiteoak Capital Mid Cap Fund Regular-idcw
|
₹5,732 | 3.30% | 14.40% | 5.53% | 10.57% | 22.89% |
|
Whiteoak Capital Mid Cap Fund Direct-idcw
|
₹5,732 | 3.41% | 14.77% | 6.22% | 12.06% | 24.72% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 6.02% | ₹344.98 Cr |
| Phoenix Mills Ltd | Real Estate | 3.14% | ₹179.76 Cr |
| Max Financial Services Ltd | Financial | 3.03% | ₹173.51 Cr |
| Bharti Hexacom Ltd. | Technology | 2.75% | ₹157.50 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.62% | ₹150.14 Cr |
| Coforge Ltd | Technology | 2.50% | ₹143.35 Cr |
| Pb Fintech Ltd | Financial | 2.44% | ₹139.67 Cr |
| Hitachi Energy India Ltd | Industrials | 2.36% | ₹135.16 Cr |
| The Federal Bank Ltd | Financial | 2.36% | ₹135.11 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 2.19% | ₹125.72 Cr |
| Laurus Labs Ltd | Healthcare | 2.19% | ₹125.46 Cr |
| Kei Industries Ltd | Industrials | 2.15% | ₹123.01 Cr |
| Ge T&d India Ltd | Industrials | 1.90% | ₹108.65 Cr |
| National Aluminium Company Ltd | Materials | 1.84% | ₹105.47 Cr |
| Vishal Mega Mart Ltd. | Consumer Staples | 1.82% | ₹104.38 Cr |
| Marico Ltd | Consumer Staples | 1.76% | ₹100.90 Cr |
| Info Edge (india) Ltd | Technology | 1.70% | ₹97.61 Cr |
| Tube Investments Of India Ltd | Consumer Discretionary | 1.67% | ₹95.93 Cr |
| Bank Nifty Index | Financial | 1.65% | ₹94.63 Cr |
| Iifl Wealth Management Ltd | Financial | 1.59% | ₹91.07 Cr |
| Oil India Ltd | Energy & Utilities | 1.57% | ₹90.16 Cr |
| Aia Engineering Ltd | Industrials | 1.50% | ₹86.06 Cr |
| Persistent Systems Limited | Technology | 1.49% | ₹85.70 Cr |
| Berger Paints India Ltd | Materials | 1.42% | ₹81.27 Cr |
| Rec Ltd | Financial | 1.34% | ₹76.90 Cr |
| Lenskart Solutions Ltd. | 1.33% | ₹76.21 Cr | |
| Government Of India 37018 182 Days Tbill 06ag26 Fv Rs 100 | Financial | 1.30% | ₹74.26 Cr |
| Indian Bank Futures | Financial | 1.29% | ₹73.81 Cr |
| Alkem Laboratories Ltd | Healthcare | 1.26% | ₹71.98 Cr |
| Nippon Life India Asset Management Limited | Financial | 1.25% | ₹71.63 Cr |
| Ipca Laboratories Ltd | Healthcare | 1.23% | ₹70.47 Cr |
| Cummins India Ltd | Industrials | 1.18% | ₹67.65 Cr |
| Government Of India 37448 091 Days Tbill 20ag26 Fv Rs 100 | Financial | 1.15% | ₹66.20 Cr |
| Motilal Oswal Financial Services Ltd | Financial | 1.12% | ₹64.31 Cr |
| Oracle Financial Services Software Ltd Futures | Technology | 1.10% | ₹63.06 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 1.09% | ₹62.49 Cr |
| Nexus Select Trust | Industrials | 1.05% | ₹60.47 Cr |
| Godrej Properties Ltd | Real Estate | 1.01% | ₹57.81 Cr |
| Abbott India Ltd | Healthcare | 0.98% | ₹56.22 Cr |
| Gland Pharma Ltd | Healthcare | 0.91% | ₹51.96 Cr |
| Muthoot Finance Ltd | Financial | 0.90% | ₹51.84 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 0.87% | ₹49.90 Cr |
| Petronet Lng Ltd | Energy & Utilities | 0.86% | ₹49.21 Cr |
| Dhfl Vysya Housing Finance Limited Eq | Financial | 0.86% | ₹49.11 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.85% | ₹48.71 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 0.84% | ₹48.22 Cr |
| Zomato Ltd | Technology | 0.83% | ₹47.65 Cr |
| Coromandel International Ltd | Materials | 0.81% | ₹46.30 Cr |
| Persistent Systems Ltd | Technology | 0.80% | ₹46.03 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 0.78% | ₹44.98 Cr |
| Td Power Systems Ltd | Industrials | 0.78% | ₹44.81 Cr |
| Ami Organics Ltd | Healthcare | 0.76% | ₹43.85 Cr |
| Aditya Infotech Ltd. | Technology | 0.76% | ₹43.70 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 0.76% | ₹43.29 Cr |
| Muthoot Finance Ltd Futures | Financial | 0.75% | ₹43.20 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 0.73% | ₹41.78 Cr |
| Narayana Hrudayalaya Ltd | Healthcare | 0.72% | ₹41.49 Cr |
| Government Of India 36847 182 Days Tbill 26ju26 Fv Rs 100 | Financial | 0.70% | ₹39.86 Cr |
| India Shelter Finance Corporation Ltd. | Financial | 0.66% | ₹38.10 Cr |
| Ajanta Pharma Ltd | Healthcare | 0.65% | ₹37.51 Cr |
| Godrej Industries Ltd | Diversified | 0.65% | ₹37.41 Cr |
| Azad Engineering Ltd. | Industrials | 0.65% | ₹37.15 Cr |
| Jindal Stainless Ltd | Materials | 0.64% | ₹36.97 Cr |
| Government Of India 36838 182 Days Tbill 18ju26 Fv Rs 100 | Financial | 0.63% | ₹35.91 Cr |
| Nmdc Ltd | Materials | 0.56% | ₹31.85 Cr |
| Navin Fluorine International Ltd | Materials | 0.55% | ₹31.41 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.53% | ₹30.26 Cr |
| Supreme Industries Ltd | Materials | 0.53% | ₹30.22 Cr |
| Five-star Business Finance Ltd | Financial | 0.51% | ₹28.98 Cr |
| Ajax Engineering Ltd. | Industrials | 0.50% | ₹28.69 Cr |
| Nippon Life India Asset Management Ltd | Financial | 0.50% | ₹28.44 Cr |
| Dynamatic Technologies Ltd | Consumer Discretionary | 0.49% | ₹28.05 Cr |
| Schloss Bangalore Ltd. | Consumer Discretionary | 0.46% | ₹26.57 Cr |
| Care Ratings Ltd | Industrials | 0.46% | ₹26.29 Cr |
| Billionbrains Garage Ventures Ltd. | 0.46% | ₹26.17 Cr | |
| Kirloskar Oil Engines Ltd | Industrials | 0.44% | ₹25.16 Cr |
| Century Textiles & Industries Ltd | Materials | 0.44% | ₹25.04 Cr |
| Government Of India 37175 091 Days Tbill 04ju26 Fv Rs 100 | Financial | 0.44% | ₹24.99 Cr |
| Neuland Laboratories Ltd | Healthcare | 0.43% | ₹24.79 Cr |
| Endurance Technologies Ltd | Consumer Discretionary | 0.43% | ₹24.39 Cr |
| Pnb Housing Finance Ltd | Financial | 0.42% | ₹24.10 Cr |
| Embassy Office Parks Reit | Real Estate | 0.39% | ₹22.15 Cr |
| Highways Infrastructure Trust | Industrials | 0.38% | ₹22.00 Cr |
| The South Indian Bank Ltd | Financial | 0.37% | ₹21.14 Cr |
| Poly Medicure Ltd | Healthcare | 0.37% | ₹20.98 Cr |
| Eureka Forbes Ltd | Consumer Discretionary | 0.35% | ₹19.90 Cr |
| Government Of India 36907 182 Days Tbill 09jl26 Fv Rs 100 | Financial | 0.35% | ₹19.89 Cr |
| Krn Heat Exchanger And Refrigeration Ltd. | Industrials | 0.34% | ₹19.39 Cr |
| Jsw Cement Ltd. | Materials | 0.31% | ₹17.82 Cr |
| Tbo Tek Ltd. | Consumer Discretionary | 0.31% | ₹17.77 Cr |
| Sai Life Sciences Ltd. | Healthcare | 0.30% | ₹17.37 Cr |
| Iifl Finance Ltd | Financial | 0.29% | ₹16.73 Cr |
| Repco Home Finance Ltd | Financial | 0.29% | ₹16.69 Cr |
| Metro Brands Ltd | Consumer Discretionary | 0.28% | ₹15.99 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 0.27% | ₹15.49 Cr |
| Alkem Laboratories Ltd Futures | Healthcare | 0.27% | ₹15.26 Cr |
| Federal Bank Ltd Futures | Financial | 0.26% | ₹14.94 Cr |
| Gillette India Ltd | Consumer Staples | 0.26% | ₹14.80 Cr |
| International Gemmological Institute (india) Ltd. | Consumer Discretionary | 0.26% | ₹14.74 Cr |
| Shilpa Medicare Ltd | Healthcare | 0.25% | ₹14.57 Cr |
| Travel Food Services Ltd. | Consumer Discretionary | 0.23% | ₹13.23 Cr |
| Onemi Technology Solutions Ltd. | 0.22% | ₹12.58 Cr | |
| Lemon Tree Hotels Ltd | Consumer Discretionary | 0.21% | ₹12.09 Cr |
| Intellect Design Arena Ltd | Technology | 0.20% | ₹11.63 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 0.20% | ₹11.27 Cr |
| Au Small Finance Bank Ltd | Financial | 0.20% | ₹11.21 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 0.19% | ₹10.96 Cr |
| Blue Star Ltd. | Industrials | 0.18% | ₹10.48 Cr |
| Kpit Technologies Ltd. $$ | Technology | 0.18% | ₹10.47 Cr |
| Sobha Ltd | Real Estate | 0.18% | ₹10.22 Cr |
| Government Of India 36813 182 Days Tbill 11ju26 Fv Rs 100 | Financial | 0.17% | ₹9.99 Cr |
| Government Of India 37435 091 Days Tbill 13ag26 Fv Rs 100 | Financial | 0.17% | ₹9.89 Cr |
| Carraro India Ltd. | Industrials | 0.17% | ₹9.88 Cr |
| 3m India Ltd | Diversified | 0.16% | ₹9.32 Cr |
| Blue Star Ltd | Industrials | 0.16% | ₹9.23 Cr |
| Cartrade Tech Ltd | Consumer Discretionary | 0.16% | ₹8.97 Cr |
| Bharat Bijlee Ltd | Industrials | 0.15% | ₹8.80 Cr |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | 0.15% | ₹8.64 Cr |
| Indian Bank | Financial | 0.15% | ₹8.52 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 0.14% | ₹8.26 Cr |
| Epack Prefab Technologies Ltd. | 0.13% | ₹7.28 Cr | |
| Page Industries Ltd | Consumer Discretionary | 0.12% | ₹7.07 Cr |
| Government Of India 36789 182 Days Tbill 04ju26 Fv Rs 100 | Financial | 0.12% | ₹7.00 Cr |
| Government Of India 37423 091 Days Tbill 06ag26 Fv Rs 100 | Financial | 0.12% | ₹6.93 Cr |
| Orkla India Ltd. | 0.11% | ₹6.54 Cr | |
| Prudent Corporate Advisory Services Ltd | Financial | 0.10% | ₹5.98 Cr |
| Indiqube Spaces Ltd. | Industrials | 0.10% | ₹5.83 Cr |
| National Stock Exchange Of India Ltd Index Id | Financial | 0.10% | ₹5.71 Cr |
| Fine Organic Industries Ltd | Materials | 0.10% | ₹5.64 Cr |
| Awfis Space Solutions Ltd. | Industrials | 0.10% | ₹5.53 Cr |
| Omnitech Engineering Ltd. | 0.09% | ₹5.41 Cr | |
| Aether Industries Ltd | Materials | 0.09% | ₹5.18 Cr |
| Newgen Software Technologies Ltd | Technology | 0.08% | ₹4.37 Cr |
| National Securities Depository Limited Eq | Financial | 0.07% | ₹4.23 Cr |
| Icici Prudential Life Insurance Company Ltd | Financial | 0.07% | ₹4.23 Cr |
| Xpro India Ltd | Materials | 0.07% | ₹4.22 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.07% | ₹4.16 Cr |
| S.j.s Enterprises Ltd | Consumer Discretionary | 0.06% | ₹3.49 Cr |
| Ema Partners India Ltd. | Industrials | 0.05% | ₹3.08 Cr |
| Pb Fintech Ltd | Financial | 0.05% | ₹3.04 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 0.04% | ₹2.07 Cr |
| Aye Finance Ltd. | 0.03% | ₹1.83 Cr | |
| Indigo Paints Ltd | Materials | 0.03% | ₹1.75 Cr |
| Kpit Technologies Ltd | Technology | 0.01% | ₹0.68 Cr |
| Clean Max Enviro Energy Solutions Ltd. | 0.01% | ₹0.57 Cr | |
| Kei Industries Ltd | Industrials | 0.00% | ₹0.19 Cr |
| Net Payables | Unspecified | -10.04% | ₹-575.80 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Whiteoak Capital Mid Cap Fund Regular-growth
What is the current AUM of Whiteoak Capital Mid Cap Fund Regular-growth?
As of Sun May 31, 2026, Whiteoak Capital Mid Cap Fund Regular-growth manages assets worth ₹5,732.4 crore
How has Whiteoak Capital Mid Cap Fund Regular-growth performed recently?
- 3 Months: 14.40%
- 6 Months: 5.53%
What is the long-term performance of Whiteoak Capital Mid Cap Fund Regular-growth?
- 3 Years CAGR: 22.89%
- Since Inception: 21.60%
What is the portfolio composition of Whiteoak Capital Mid Cap Fund Regular-growth?
Equity: 97.05%, Debt: 11.17%, Others: -10.04%.
Who manages Whiteoak Capital Mid Cap Fund Regular-growth?
Whiteoak Capital Mid Cap Fund Regular-growth is managed by Ramesh Mantri from WhiteOak Capital Mutual Fund.
What is the market-cap allocation of Whiteoak Capital Mid Cap Fund Regular-growth?
Large Cap: 4.42%, Mid Cap: 71.32%, Small Cap: 24.25%.
Which are the top companies Whiteoak Capital Mid Cap Fund Regular-growth has invested in?
- Others CBLO – 6.02% of the fund's portfolio
- Phoenix Mills Ltd – 3.14% of the fund's portfolio
- Max Financial Services Ltd – 3.03% of the fund's portfolio
- Bharti Hexacom Ltd. – 2.75% of the fund's portfolio
- Fortis Healthcare Ltd – 2.62% of the fund's portfolio
Which are the major sectors Whiteoak Capital Mid Cap Fund Regular-growth focuses on?
- Financial – 28.95% of the fund's portfolio
- Industrials – 16.79% of the fund's portfolio
- Healthcare – 14.47% of the fund's portfolio
- Technology – 12.41% of the fund's portfolio
- Consumer Discretionary – 8.25% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
