Get App Open
In App
Credit Cards
Open App

WhiteOak Capital Mid Cap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Mid Cap Fund
  • Latest (Updated on 30th Sep 2025)
    Crisil Rank

Returns (NAV as on 12th November, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 04-Nov-25 10075.60 0.76% - 0.28% 4/31
1 Month 10-Oct-25 10425.10 4.25% - 1.85% 1/31
3 Month 12-Aug-25 10842.90 8.43% - 5.58% 3/30
6 Month 12-May-25 11524.90 15.25% - 10.61% 3/30
YTD 01-Jan-25 10737.10 7.37% - 3.94% 4/29
1 Year 12-Nov-24 11348.70 13.49% 13.49% 7.10% 2/29
2 Year 10-Nov-23 16298.50 62.98% 27.54% 22.45% 4/29
3 Year 11-Nov-22 20945.90 109.46% 27.89% 22.88% 2/27
Since Inception 07-Sep-22 21457.00 114.57% 27.10% 20.50% 4/31

SIP Returns (NAV as on 12th November, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 12-Nov-24 12000 13619.37 13.49 % 25.81 %
2 Year 10-Nov-23 24000 29514.85 22.98 % 21.22 %
3 Year 11-Nov-22 36000 53213.53 47.82 % 27.04 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.65% 4.25% 8.43% 15.25% 8.28% 13.49% 27.54% 27.89% 0.00%
Nifty 50 0.70% 2.34% 5.67% 3.82% 9.44% 8.34% 15.10% 12.12% 15.30%
Benchmark: BSE Midcap 150 TRI 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Category Average 0.59% 1.85% 5.58% 10.61% 3.94% 7.10% 22.45% 22.88% 26.05%
Category Rank 12/31 1/31 3/30 3/30 4/29 2/29 4/29 2/27 0/0
Best in Category 0.94% 4.25% 10.01% 19.34% 10.88% 15.60% 31.26% 28.70% 33.09%
Worst in Category 0.10% -0.51% 2.00% 0.57% -7.26% -1.66% 14.16% 15.11% 19.70%

Best Quarters

Period This Fund Nifty 50 BSE Midcap 150 TRI Category Average
Q2 - 2023 19.32% 10.29% -- 10.67%
Q2 - 2025 17.25% 10.15% -- 10.23%
Q2 - 2024 14.62% 7.48% -- 13.07%

Worst Quarters

Period This Fund Nifty 50 BSE Midcap 150 TRI Category Average
Q1 - 2023 -4.56% -4.60% -- -2.8%
Q1 - 2025 -12.04% -2.43% -- -1.32%
Q3 - 2025 -1.41% -3.64% -- -1.8%

Forum

+ See More

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347
Close Outskill Genai