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Scheme Information
WhiteOak Capital Mid Cap Reg Gr
as of 05 Apr 2026, 18:08 PM
Scheme Asset Size₹4694.85 Cr
Expense Ratio1.85%
Cash Holding1.40105%
Fund TypeOpen-End
PlanGrowth
BenchmarkBSE MidCap 150 TR INR
Launch Date2022-09-07
Exit LoadExit load of 1.00% for investments if redeemed within 1 Months
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
4
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months -7.27%
In the last 3 months -9.89%
In the last 6 months -5.72%
In the last 1 Years 8.88%
In the last 3 Years 0.89%
In the last 5 Years 0.00%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Max Financial Services Ltd | Financial Services | E | 3.84% |
| The Federal Bank Ltd | Financial Services | E | 3.46% |
| Phoenix Mills Ltd | Real Estate | E | 3.24% |
| Fortis Healthcare Ltd | Healthcare | E | 3.14% |
| Bharti Hexacom Ltd | Communication Services | E | 2.87% |
| Persistent Systems Limited | - | DG | 2.54% |
| PB Fintech Ltd | Financial Services | E | 2.41% |
| Info Edge (India) Ltd | Communication Services | E | 2.32% |
| Muthoot Finance Ltd | Financial Services | E | 2.27% |
| Kei Industries Limited | - | DG | 2.21% |
| Indian Bank | Financial Services | E | 2.11% |
| Laurus Labs Ltd | Healthcare | E | 2.11% |
| Marico Ltd | Consumer Defensive | E | 2.06% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Financial Services | E | 1.98% |
| Coforge Ltd | Technology | E | 1.96% |
| Alkem Laboratories Ltd | Healthcare | E | 1.90% |
| National Aluminium Co Ltd | Basic Materials | E | 1.82% |
| Tube Investments of India Ltd Ordinary Shares | Industrials | E | 1.79% |
| Hitachi Energy India Ltd Ordinary Shares | Industrials | E | 1.72% |
| Ipca Laboratories Ltd | Healthcare | E | 1.51% |
| Oil India Ltd | Energy | E | 1.48% |
| GE Vernova T&D India Ltd | Industrials | E | 1.41% |
| FSN E-Commerce Ventures Ltd | Consumer Cyclical | E | 1.40% |
| Berger Paints India Ltd | Basic Materials | E | 1.38% |
| Bank Nifty Index | - | DG | 1.33% |
| Petronet LNG Ltd | Energy | E | 1.25% |
| Coromandel International Ltd | Basic Materials | E | 1.25% |
| Nexus Select Trust Reits | Real Estate | ER | 1.24% |
| Mankind Pharma Limited | - | DG | 1.24% |
| Hero MotoCorp Ltd | Consumer Cyclical | E | 1.24% |
| Cummins India Ltd | Industrials | E | 1.20% |
| Abbott India Ltd | Healthcare | E | 1.18% |
| Sona BLW Precision Forgings Ltd | Consumer Cyclical | E | 1.17% |
| Lupin Ltd | Healthcare | E | 1.17% |
| Hindustan Petroleum Corp Ltd | Energy | E | 1.07% |
| 360 One Wam Ltd Ordinary Shares | Financial Services | E | 1.00% |
| Eternal Ltd | Consumer Cyclical | E | 1.00% |
| Motilal Oswal Financial Services Ltd | Financial Services | E | 0.98% |
| AIA Engineering Ltd | Industrials | E | 0.97% |
| Vishal Mega Mart Ltd | Consumer Cyclical | E | 0.94% |
| Jindal Stainless Ltd | Basic Materials | E | 0.89% |
| Narayana Hrudayalaya Ltd | Healthcare | E | 0.85% |
| Ajanta Pharma Ltd | Healthcare | E | 0.82% |
| Aadhar Housing Finance Ltd | Financial Services | E | 0.81% |
| REC Ltd | Financial Services | E | 0.76% |
| 12/03/2026 Maturing 91 DTB | - | BT | 0.74% |
| Aditya Infotech Ltd | Industrials | E | 0.74% |
| Supreme Industries Ltd | Industrials | E | 0.72% |
| Godrej Industries Ltd | Industrials | E | 0.71% |
| Icici Lombard General Insurance Company Limited | - | DG | 0.66% |
| TD Power Systems Ltd | Industrials | E | 0.65% |
| Acutaas Chemicals Ltd | Basic Materials | E | 0.64% |
| Tbills | - | BT | 0.63% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 0.63% |
| Tbills | - | BT | 0.61% |
| Navin Fluorine International Ltd | Basic Materials | E | 0.59% |
| NMDC Ltd | Basic Materials | E | 0.58% |
| 07/05/2026 Maturing 364 DTB | - | BT | 0.57% |
| Dynamatic Technologies Ltd | Consumer Cyclical | E | 0.54% |
| Cigniti Technologies Ltd | Technology | E | 0.53% |
| Persistent Systems Ltd | Technology | E | 0.53% |
| Colgate-Palmolive (India) Ltd | Consumer Defensive | E | 0.52% |
| Azad Engineering Ltd | Industrials | E | 0.51% |
| Blue Star Limited | - | DG | 0.51% |
| Endurance Technologies Ltd | Consumer Cyclical | E | 0.51% |
| Vertis Infrastructure Trust Unit | Real Estate | ER | 0.48% |
| Embassy Office Parks REIT | Real Estate | ER | 0.47% |
| 19/03/2026 Maturing 364 DTB | - | BT | 0.47% |
| India Shelter Finance Corporation Ltd | Financial Services | E | 0.46% |
| Future on Colgate-Palmolive (India) Ltd | - | DG | 0.45% |
| The South Indian Bank Ltd | Financial Services | E | 0.45% |
| KRN Heat Exchanger and Refrigeration Ltd | Technology | E | 0.42% |
| Poly Medicure Ltd | Healthcare | E | 0.42% |
| Leela Palaces Hotels and Resorts Ltd | Consumer Cyclical | E | 0.41% |
| Kirloskar Oil Engines Ltd | Industrials | E | 0.39% |
| Dalmia Bharat Ltd | Basic Materials | E | 0.38% |
| TBO Tek Ltd | Consumer Cyclical | E | 0.38% |
| PNB Housing Finance Ltd | Financial Services | E | 0.36% |
| Five-Star Business Finance Ltd | Financial Services | E | 0.36% |
| Lenskart Solutions Ltd | Healthcare | E | 0.36% |
| Metro Brands Ltd | Consumer Cyclical | E | 0.35% |
| Ajax Engineering Ltd | Industrials | E | 0.35% |
| Mankind Pharma Ltd | Healthcare | E | 0.35% |
| CARE Ratings Ltd | Financial Services | E | 0.34% |
| Eureka Forbes Ltd | Consumer Cyclical | E | 0.33% |
| Tbill | - | BT | 0.32% |
| Neuland Laboratories Ltd | Healthcare | E | 0.30% |
| Travel Food Services Ltd | Consumer Cyclical | E | 0.28% |
| Safari Industries (India) Ltd | Consumer Cyclical | E | 0.28% |
| Repco Home Finance Ltd | Financial Services | E | 0.25% |
| Carraro India Ltd | Consumer Cyclical | E | 0.25% |
| International Gemmological Institute (India) Ltd | Basic Materials | E | 0.25% |
| Intellect Design Arena Ltd | Technology | E | 0.24% |
| AU Small Finance Bank Ltd | Financial Services | E | 0.23% |
| 3M India Ltd | Industrials | E | 0.23% |
| Sobha Ltd | Real Estate | E | 0.21% |
| Bharat Bijlee Ltd | Industrials | E | 0.21% |
| Shilpa Medicare Ltd | Healthcare | E | 0.21% |
| Ather Energy Ltd | Consumer Cyclical | E | 0.21% |
| CarTrade Tech Ltd | Consumer Cyclical | E | 0.20% |
| Wework India Management Ltd | Real Estate | E | 0.19% |
| Awfis Space Solutions Ltd | Industrials | E | 0.19% |
| Cholamandalam Financial Holdings Ltd | Financial Services | E | 0.18% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | E | 0.18% |
| KPIT Technologies Ltd | Technology | E | 0.17% |
| Emmvee Photovoltaic Power Ltd | Technology | E | 0.17% |
| Epack Prefab Technologies Ltd | Industrials | E | 0.16% |
| 19/03/2026 Maturing 182 DTB | - | BT | 0.15% |
| Lemon Tree Hotels Ltd | Consumer Cyclical | E | 0.15% |
| Indiqube Spaces Ltd | Real Estate | E | 0.13% |
| 09/04/2026 Maturing 182 DTB | - | BT | 0.13% |
| Page Industries Limited | - | DG | 0.13% |
| Fine Organic Industries Ltd Ordinary Shares | Basic Materials | E | 0.12% |
| ICICI Prudential Life Insurance Co Ltd | Financial Services | E | 0.12% |
| Newgen Software Technologies Ltd | Technology | E | 0.11% |
| Omnitech Engineering Ltd | Industrials | E | 0.11% |
| National Securities Depository Ltd | Financial Services | E | 0.10% |
| Orkla India Ltd | Consumer Defensive | E | 0.10% |
| Shivalik Bimetal Controls Ltd | Industrials | E | 0.10% |
| Brigade Enterprises Ltd | Real Estate | E | 0.09% |
| Info Edge (India) Limited | - | DG | 0.09% |
| Xpro India Ltd | Basic Materials | E | 0.07% |
| EMA Partners India Ltd | Industrials | E | 0.07% |
| Kpit Technologies Limited | - | DG | 0.07% |
| Dixon Technologies (India) Ltd | Technology | E | 0.04% |
| Indigo Paints Ltd Ordinary Shares | Basic Materials | E | 0.04% |
| KEI Industries Ltd | Industrials | E | 0.02% |
| ICICI Lombard General Insurance Co Ltd | Financial Services | E | 0.00934% |
| Blue Star Ltd | Industrials | E | 0.00109% |
| Page Industries Ltd | Consumer Cyclical | E | 0.00041% |
| Cash Offset For Derivatives | - | CQ | 9.22% |
| Clearing Corporation Of India Ltd | - | CR | 6.92% |
| Net Receivables / (Payables) | - | CA | 0.09% |
| 27/02/2026 Maturing 182 DTB | - | BT | - |
| 12/02/2026 Maturing 182 DTB | - | BT | - |
| LG Electronics India Ltd | - | E | - |
| 19/02/2026 Maturing 182 DTB | - | BT | - |
| 19/02/2026 Maturing 91 DTB | - | BT | - |
| OneSource Specialty Pharma Ltd | - | E | - |
| 364 Days Tbill Red 05-02-2026 | - | BT | - |
| 26/02/2026 Maturing 91 DTB | - | BT | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
98.6%
Cash
1.4%
Equity sector allocation
Loading chart…
Basic Materials
8.01%
Communication Services
5.19%
Consumer Cyclical
9.63%
Consumer Defensive
2.69%
Energy
3.8%
Financial Services
23.12%
Healthcare
14.49%
Industrials
12.23%
Real Estate
6.06%
Technology
4.17%
Others
10.61%
Fund House Contact Details
Websitehttp://mf.whiteoakamc.com
Phone+91 180030003060
WhiteOak Capital Asset Management Limited
Asset Management Company
Funds in this Category
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
30.81%
48.34%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
30.81%
48.34%
3Y Returns
+45.98%
DSP Wld Gld Mng Ovrs Eq Omni FoF IDCW-R
Equity
Min. Investment
₹100
Category Returns
30.81%
48.34%
3Y Returns
+45.89%
About WhiteOak Capital Mid Cap Reg Gr
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
-
Fund Manager
Piyush Baranwal
Risk Profile
Very High Risk
Expense Ratio
1.85%
Fund Size
₹4694.85 Cr
Invest Anytime, Anywhere
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