WhiteOak Capital Mid Cap Fund Regular Plan Growth
NAV as on 10-06-2026
₹ 20.288
₹
-0.24
(
-1.1879%)
AUM as on 31-05-2026
5,721.8 Cr
Rtn (Since Inception)
20.48%
WhiteOak Capital Mid Cap Fund Returns Calculator
Investment Type
SIP Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
Lumpsum Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
SCHEME DETAILS
| Category: | Equity: Mid Cap |
| Launch Date: | 07-09-2022 |
| Assets Class: | |
| Benchmark: | BSE 150 MidCap TRI |
| TER: | 1.86% As on (31-05-2026) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 500.0 |
| Minimum Topup: | 500.0 |
| Total Assets: | 5,721.8 Cr As on (31-05-2026) |
| Turn over: | 2.28 |
| Exit Load: | 1.00% (of applicable NAV); if Units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 6.46 | 11.41 | 22.91 | 0.0 | 0.0 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Installment Amount
Select installment date
How long should this SIP run?
Number of years
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.
Installment Amount
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.