WhiteOak Capital Mid Cap Fund Regular Growth
EquityMid-Cap
20.23
0.14(0.68%)
NAV as on 02 Jan, 2026
CAGR
25.74%
- AUM (Crs.)4,346.42
- Expense Ratio1.85 %
- Sharpe Ratio / Category Average1.16 / 0.94
- Standard Deviation / Category Average15.25 / 15.67
- Beta / Category Average0.93 / 0.94
- Portfolio Turnover / Category Average217.57 / 74.36
- Top 5 Stocks Wt.17.26
- Top 10 Stocks Wt.29.25
- Top 3 Sectors Wt.52.27
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
|---|
Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRamesh Mantri, Trupti Agrawal, Piyush Baranwal, Ashish Agrawal, Dheeresh Pathak
- Launch Date07 Sep, 2022
- BenchmarkS&P BSE 500
Objective
The primary objective of the Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Riskometer
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