October 15, 2026
mayank
WhiteOak Capital Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 22.15 |
| NAV IDCW (Rs.) | 22.15 |
| Bonus NaV (Rs.) | — |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 150 MidCap TRI |
| AUM Rs. | 8,400 Cr |
| (As on 30-Sep-2026) | |
| Expense | 0.43% |
| 1 Year Return (%) | 9.72 |
| 3 Year Return (%) | 20.37 |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 22.05% |
Suitable For Which Investors?
Mid-cap funds are suitable for investors:
1. Seeking exposure in mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
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:
1) Piyush Baranwal
Education: Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.
Experience: Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
2) Ramesh Mantri
Education: Mr. Mantri is an MBA, CFA and CA
Experience: Prior to joining WhiteOak Capital Mutual Fund, he has worked with WhiteOak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.
3) Dheeresh Pathak
Education: Mr. Pathak has done B.E in Electronics Engineering and a PGDBM from MDI Gurgaon
Experience: Prior to joining WhiteOak Capital Mutual Fund, he has worked with Goldman Sachs
4) Trupti Agrawal
Education: Ms. Agrawal has done B.Com and CA.
Experience: Prior to joining WhiteOak Capital Mutual Fund, she has worked with L&T Infrastructure Finance Co. Ltd. and Ernst & Young.
5) Ashish Agrawal
Education: PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow
Experience: Prior to joining Whiteoak Capital AMC, he was working with Motilal Owal Asset Management Co. Ltd from 2016 till date. Citigroup Global Markets Ltd from 2010 to 2016
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of WhiteOak Capital Mid Cap Fund
| Fund House | WhiteOak Capital Mutual Fund |
| Launch Date | 07-Sep-22 |
| Return Since Launch | 22.05% |
| Benchmark | BSE 150 MidCap TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 8,400 Cr |
| (As on 30-Sep-2026) | |
| Expense | 0.43% |
| (As on 30-Sep-2026) | |
| Risk Grade | Low |
| Return Grade | High |
| Turnover | 240.00% |
WhiteOak Capital Mid Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| WhiteOak Capital Mid Cap Fund Dir | 7.11 | 0.95 | -3.33 | -2.24 | 10.94 | 9.72 | 20.37 | — | — | — |
| BSE 150 MidCap TRI | -1.56 | 0.92 | -4.56 | -5.19 | 4.08 | 0.01 | 13.40 | — | — | — |
| Equity: Mid Cap | 1.10 | 0.80 | -4.16 | -4.10 | 5.57 | 2.34 | 14.57 | — | — | — |
| Rank within category | 4 | 24 | 7 | 9 | 8 | 2 | 3 | — | — | — |
| Number of funds in category | 50 | 54 | 54 | 53 | 53 | 47 | 37 | 28 | 24 | 19 |
Peer Comparison of WhiteOak Capital Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| WhiteOak Capital Mid Cap Fund Dir | 5 out of 5 stars | 9.72 | 20.37 | — | 0.43 | 8,400 | 22.05 | — | 4Y 1M | 240.00 |
| HDFC Mid Cap Dir | 4 out of 5 stars | 1.99 | 15.44 | 16.49 | 0.61 | 1,01,856 | 19.58 | 1.00 (365) | 13Y 9M | 2.70 |
| Nippon India Growth Mid Cap Dir | 4 out of 5 stars | 3.90 | 16.79 | 15.74 | 0.59 | 50,176 | 17.67 | 1.00 (30) | 13Y 9M | 12.00 |
| Motilal Oswal Midcap Dir | 4 out of 5 stars | -1.99 | 17.77 | 19.29 | 0.65 | 40,208 | 21.45 | 1.00 (365) | 12Y 7M | 84.00 |
| Edelweiss Mid Cap Dir | 5 out of 5 stars | 3.18 | 19.26 | 16.06 | 0.41 | 19,230 | 20.66 | 1.00 (90) | 13Y 9M | 37.00 |
WhiteOak Capital Mid Cap Fund Portfolio Analysis
| No. of Stocks | 152 |
| Top 10 Stocks | 20.09% |
| Top 5 Stocks | 11.38% |
| Top 3 Sectors | 48.69% |
| Portfolio P/B Ratio | 3.76 |
| Portfolio P/E Ratio | 30.41 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 48,091 | 65,666 |
| Large (%) | 5.48 | 9.15 |
| Mid (%) | 69.90 | 80.21 |
| Small (%) | 24.63 | 11.47 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://online.whiteoakamc.com/investor-login
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