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Scheme Information
WhiteOak Capital Mid Cap Reg Gr
as of 20 May 2026, 21:30 PM
Scheme Asset Size₹5293.04 Cr
Expense Ratio2.02%
Cash Holding0.88189%
Fund TypeOpen-End
PlanGrowth
BenchmarkBSE MidCap 150 TR INR
Launch Date2022-09-07
Exit LoadExit load of 0.00% for investments if redeemed within 1 Days
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
5
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 2.08%
In the last 3 months 4.98%
In the last 6 months -0.47%
In the last 1 Years 12.10%
In the last 3 Years 0.97%
In the last 5 Years 0.00%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Max Financial Services Ltd | Financial Services | E | 3.44% |
| Persistent Systems Limited | - | DG | 3.34% |
| Phoenix Mills Ltd | Real Estate | E | 3.18% |
| The Federal Bank Ltd | Financial Services | E | 3.00% |
| Bharti Hexacom Ltd | Communication Services | E | 2.92% |
| Fortis Healthcare Ltd | Healthcare | E | 2.86% |
| PB Fintech Ltd | Financial Services | E | 2.42% |
| Info Edge (India) Ltd | Communication Services | E | 2.37% |
| Coforge Ltd | Technology | E | 2.30% |
| National Aluminium Co Ltd | Basic Materials | E | 2.08% |
| Laurus Labs Ltd | Healthcare | E | 2.04% |
| Kei Industries Limited | - | DG | 2.02% |
| Marico Ltd | Consumer Defensive | E | 2.01% |
| Vishal Mega Mart Ltd | Consumer Cyclical | E | 2.01% |
| Hitachi Energy India Ltd Ordinary Shares | Industrials | E | 1.90% |
| Alkem Laboratories Ltd | Healthcare | E | 1.87% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Financial Services | E | 1.83% |
| Tube Investments of India Ltd Ordinary Shares | Industrials | E | 1.71% |
| Oil India Limited | - | DG | 1.71% |
| GE Vernova T&D India Ltd | Industrials | E | 1.66% |
| Ipca Laboratories Ltd | Healthcare | E | 1.65% |
| 28/05/2026 Maturing 182 DTB | - | BT | 1.55% |
| Bank Nifty Index | - | DG | 1.47% |
| Mankind Pharma Ltd | Healthcare | E | 1.47% |
| Nexus Select Trust Reits | Real Estate | ER | 1.31% |
| Berger Paints India Ltd | Basic Materials | E | 1.30% |
| FSN E-Commerce Ventures Ltd | Consumer Cyclical | E | 1.29% |
| Indian Bank | - | DG | 1.27% |
| Lupin Ltd | Healthcare | E | 1.22% |
| Abbott India Ltd | Healthcare | E | 1.21% |
| Muthoot Finance Ltd | Financial Services | E | 1.19% |
| Cummins India Ltd | Industrials | E | 1.15% |
| Hero MotoCorp Ltd | Consumer Cyclical | E | 1.15% |
| REC Ltd | Financial Services | E | 1.14% |
| Muthoot Finance Limited | - | DG | 1.14% |
| Coromandel International Ltd | Basic Materials | E | 1.12% |
| Sona BLW Precision Forgings Ltd | Consumer Cyclical | E | 1.10% |
| 360 One Wam Ltd Ordinary Shares | Financial Services | E | 1.00% |
| Petronet Lng Limited | - | DG | 0.98% |
| Eternal Ltd | Consumer Cyclical | E | 0.97% |
| AIA Engineering Ltd | Industrials | E | 0.96% |
| Aadhar Housing Finance Ltd | Financial Services | E | 0.91% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 0.87% |
| Jindal Stainless Ltd | Basic Materials | E | 0.85% |
| Ajanta Pharma Ltd | Healthcare | E | 0.80% |
| Acutaas Chemicals Ltd | Basic Materials | E | 0.80% |
| Narayana Hrudayalaya Ltd | Healthcare | E | 0.78% |
| Aditya Infotech Ltd | Industrials | E | 0.71% |
| Supreme Industries Ltd | Industrials | E | 0.71% |
| Future on Colgate-Palmolive (India) Ltd | - | DG | 0.68% |
| India Shelter Finance Corporation Ltd | Financial Services | E | 0.67% |
| Tbill | - | BT | 0.66% |
| Tbill | - | BT | 0.66% |
| TD Power Systems Ltd | Industrials | E | 0.64% |
| Tbill | - | BT | 0.64% |
| Motilal Oswal Financial Services Ltd | Financial Services | E | 0.62% |
| Indian Bank | Financial Services | E | 0.61% |
| ICICI Lombard General Insurance Co Ltd | Financial Services | E | 0.61% |
| Navin Fluorine International Ltd | Basic Materials | E | 0.60% |
| Tbill | - | BT | 0.60% |
| Hindustan Petroleum Corporation Limited | - | DG | 0.60% |
| Bharat Heavy Electricals Ltd | Industrials | E | 0.59% |
| NMDC Ltd | Basic Materials | E | 0.57% |
| Godrej Industries Ltd | Industrials | E | 0.56% |
| India (Republic of) | - | GS | 0.55% |
| Azad Engineering Ltd | Industrials | E | 0.55% |
| Cigniti Technologies Ltd | Technology | E | 0.52% |
| Dynamatic Technologies Ltd | Consumer Cyclical | E | 0.51% |
| Vertis Infrastructure Trust Unit | Real Estate | ER | 0.49% |
| Embassy Office Parks REIT | Real Estate | ER | 0.49% |
| Five-Star Business Finance Ltd | Financial Services | E | 0.48% |
| Blue Star Limited | - | DG | 0.44% |
| Endurance Technologies Ltd | Consumer Cyclical | E | 0.44% |
| Poly Medicure Ltd | Healthcare | E | 0.41% |
| The South Indian Bank Ltd | Financial Services | E | 0.39% |
| Leela Palaces Hotels and Resorts Ltd | Consumer Cyclical | E | 0.39% |
| Kirloskar Oil Engines Ltd | Industrials | E | 0.39% |
| Eureka Forbes Ltd | Consumer Cyclical | E | 0.37% |
| KRN Heat Exchanger and Refrigeration Ltd | Technology | E | 0.37% |
| Dalmia Bharat Ltd | Basic Materials | E | 0.35% |
| Ajax Engineering Ltd | Industrials | E | 0.35% |
| PNB Housing Finance Ltd | Financial Services | E | 0.35% |
| Lenskart Solutions Ltd | Healthcare | E | 0.35% |
| TBO Tek Ltd | Consumer Cyclical | E | 0.34% |
| Tbill | - | BT | 0.33% |
| CARE Ratings Ltd | Financial Services | E | 0.32% |
| Metro Brands Ltd | Consumer Cyclical | E | 0.31% |
| Travel Food Services Ltd | Consumer Cyclical | E | 0.30% |
| Neuland Laboratories Ltd | Healthcare | E | 0.30% |
| Hindustan Petroleum Corp Ltd | Energy | E | 0.26% |
| International Gemmological Institute (India) Ltd | Basic Materials | E | 0.25% |
| Repco Home Finance Ltd | Financial Services | E | 0.24% |
| Safari Industries (India) Ltd | Consumer Cyclical | E | 0.23% |
| Carraro India Ltd | Consumer Cyclical | E | 0.23% |
| Ather Energy Ltd | Consumer Cyclical | E | 0.23% |
| Shilpa Medicare Ltd | Healthcare | E | 0.23% |
| Tbill | - | BT | 0.22% |
| Intellect Design Arena Ltd | Technology | E | 0.22% |
| AU Small Finance Bank Ltd | Financial Services | E | 0.21% |
| Emmvee Photovoltaic Power Ltd | Technology | E | 0.20% |
| Nifty | - | DG | 0.19% |
| Sobha Ltd | Real Estate | E | 0.19% |
| 3M India Ltd | Industrials | E | 0.19% |
| CarTrade Tech Ltd | Consumer Cyclical | E | 0.19% |
| Bharat Bijlee Ltd | Industrials | E | 0.19% |
| Lemon Tree Hotels Ltd | Consumer Cyclical | E | 0.19% |
| Wework India Management Ltd | Real Estate | E | 0.18% |
| Omnitech Engineering Ltd | Industrials | E | 0.18% |
| Cholamandalam Financial Holdings Ltd | Financial Services | E | 0.16% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | E | 0.16% |
| Tbill | - | BT | 0.15% |
| Awfis Space Solutions Ltd | Industrials | E | 0.15% |
| KPIT Technologies Ltd | Technology | E | 0.15% |
| Orkla India Ltd | Consumer Defensive | E | 0.14% |
| Colgate-Palmolive (India) Ltd | Consumer Defensive | E | 0.13% |
| 09/04/2026 Maturing 182 DTB | - | BT | 0.13% |
| Page Industries Limited | - | DG | 0.13% |
| Epack Prefab Technologies Ltd | Industrials | E | 0.12% |
| Indiqube Spaces Ltd | Real Estate | E | 0.11% |
| Fine Organic Industries Ltd Ordinary Shares | Basic Materials | E | 0.11% |
| ICICI Prudential Life Insurance Co Ltd | Financial Services | E | 0.10% |
| Brigade Enterprises Ltd | Real Estate | E | 0.09% |
| National Securities Depository Ltd | Financial Services | E | 0.09% |
| Newgen Software Technologies Ltd | Technology | E | 0.09% |
| Shivalik Bimetal Controls Ltd | Industrials | E | 0.09% |
| Xpro India Ltd | Basic Materials | E | 0.09% |
| EMA Partners India Ltd | Industrials | E | 0.06% |
| SJS Enterprises Ltd | Consumer Cyclical | E | 0.06% |
| Kpit Technologies Limited | - | DG | 0.06% |
| Dixon Technologies (India) Ltd | Technology | E | 0.04% |
| Indigo Paints Ltd Ordinary Shares | Basic Materials | E | 0.03% |
| Icici Lombard General Insurance Company Limited | - | DG | 0.02% |
| Petronet LNG Ltd | Energy | E | 0.00368% |
| KEI Industries Ltd | Industrials | E | 0.00327% |
| Oil India Ltd | Energy | E | 0.00319% |
| Persistent Systems Ltd | Technology | E | 0.00127% |
| Blue Star Ltd | Industrials | E | 0.00094% |
| Page Industries Ltd | Consumer Cyclical | E | 0.00043% |
| Cash Offset For Derivatives | - | CQ | 14.05% |
| Clearing Corporation Of India Ltd | - | CR | 7.96% |
| Net Receivables / (Payables) | - | CA | 1.47% |
| 12/03/2026 Maturing 91 DTB | - | BT | - |
| 19/03/2026 Maturing 364 DTB | - | BT | - |
| 19/03/2026 Maturing 182 DTB | - | BT | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
99.12%
Cash
0.88%
Equity sector allocation
Loading chart…
Basic Materials
8.14%
Communication Services
5.29%
Consumer Cyclical
10.31%
Consumer Defensive
2.29%
Energy
0.26%
Financial Services
20.65%
Healthcare
15.35%
Industrials
12.87%
Real Estate
6.03%
Technology
3.88%
Others
14.93%
Fund House Contact Details
Websitehttp://mf.whiteoakamc.com
Phone+91 180030003060
WhiteOak Capital Asset Management Limited
Asset Management Company
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Min. Investment
₹500
Category Returns
31.96%
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3Y Returns
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Min. Investment
₹5000
Category Returns
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3Y Returns
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DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
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3Y Returns
+45.98%
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
2.02%
Fund Size
₹5293.04 Cr
FAQ's
What is the expense ratio of WhiteOak Capital Mid Cap Reg Gr?
The expense ratio of WhiteOak Capital Mid Cap Reg Gr is 2.02%.
What is the AUM (Assets Under Management) of WhiteOak Capital Mid Cap Reg Gr?
The AUM, short for Assets Under Management of WhiteOak Capital Mid Cap Reg Gr is ₹5293.04 Cr as of 19 Apr 3647.
What are the top stock holdings of WhiteOak Capital Mid Cap Reg Gr?
The WhiteOak Capital Mid Cap Reg Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Max Financial Services Ltd | 3.44% |
| Persistent Systems Limited | 3.34% |
| Phoenix Mills Ltd | 3.18% |
| The Federal Bank Ltd | 3.00% |
| Bharti Hexacom Ltd | 2.92% |
| Fortis Healthcare Ltd | 2.86% |
| PB Fintech Ltd | 2.42% |
| Info Edge (India) Ltd | 2.37% |
| Coforge Ltd | 2.30% |
| National Aluminium Co Ltd | 2.08% |
| Laurus Labs Ltd | 2.04% |
| Kei Industries Limited | 2.02% |
| Marico Ltd | 2.01% |
| Vishal Mega Mart Ltd | 2.01% |
| Hitachi Energy India Ltd Ordinary Shares | 1.90% |
| Alkem Laboratories Ltd | 1.87% |
| Nippon Life India Asset Management Ltd Ordinary Shares | 1.83% |
| Tube Investments of India Ltd Ordinary Shares | 1.71% |
| Oil India Limited | 1.71% |
| GE Vernova T&D India Ltd | 1.66% |
| Ipca Laboratories Ltd | 1.65% |
| 28/05/2026 Maturing 182 DTB | 1.55% |
| Bank Nifty Index | 1.47% |
| Mankind Pharma Ltd | 1.47% |
| Nexus Select Trust Reits | 1.31% |
| Berger Paints India Ltd | 1.30% |
| FSN E-Commerce Ventures Ltd | 1.29% |
| Indian Bank | 1.27% |
| Lupin Ltd | 1.22% |
| Abbott India Ltd | 1.21% |
| Muthoot Finance Ltd | 1.19% |
| Cummins India Ltd | 1.15% |
| Hero MotoCorp Ltd | 1.15% |
| REC Ltd | 1.14% |
| Muthoot Finance Limited | 1.14% |
| Coromandel International Ltd | 1.12% |
| Sona BLW Precision Forgings Ltd | 1.10% |
| 360 One Wam Ltd Ordinary Shares | 1.00% |
| Petronet Lng Limited | 0.98% |
| Eternal Ltd | 0.97% |
| AIA Engineering Ltd | 0.96% |
| Aadhar Housing Finance Ltd | 0.91% |
| Multi Commodity Exchange of India Ltd | 0.87% |
| Jindal Stainless Ltd | 0.85% |
| Ajanta Pharma Ltd | 0.80% |
| Acutaas Chemicals Ltd | 0.80% |
| Narayana Hrudayalaya Ltd | 0.78% |
| Aditya Infotech Ltd | 0.71% |
| Supreme Industries Ltd | 0.71% |
| Future on Colgate-Palmolive (India) Ltd | 0.68% |
| India Shelter Finance Corporation Ltd | 0.67% |
| Tbill | 0.66% |
| Tbill | 0.66% |
| TD Power Systems Ltd | 0.64% |
| Tbill | 0.64% |
| Motilal Oswal Financial Services Ltd | 0.62% |
| Indian Bank | 0.61% |
| ICICI Lombard General Insurance Co Ltd | 0.61% |
| Navin Fluorine International Ltd | 0.60% |
| Tbill | 0.60% |
| Hindustan Petroleum Corporation Limited | 0.60% |
| Bharat Heavy Electricals Ltd | 0.59% |
| NMDC Ltd | 0.57% |
| Godrej Industries Ltd | 0.56% |
| India (Republic of) | 0.55% |
| Azad Engineering Ltd | 0.55% |
| Cigniti Technologies Ltd | 0.52% |
| Dynamatic Technologies Ltd | 0.51% |
| Vertis Infrastructure Trust Unit | 0.49% |
| Embassy Office Parks REIT | 0.49% |
| Five-Star Business Finance Ltd | 0.48% |
| Blue Star Limited | 0.44% |
| Endurance Technologies Ltd | 0.44% |
| Poly Medicure Ltd | 0.41% |
| The South Indian Bank Ltd | 0.39% |
| Leela Palaces Hotels and Resorts Ltd | 0.39% |
| Kirloskar Oil Engines Ltd | 0.39% |
| Eureka Forbes Ltd | 0.37% |
| KRN Heat Exchanger and Refrigeration Ltd | 0.37% |
| Dalmia Bharat Ltd | 0.35% |
| Ajax Engineering Ltd | 0.35% |
| PNB Housing Finance Ltd | 0.35% |
| Lenskart Solutions Ltd | 0.35% |
| TBO Tek Ltd | 0.34% |
| Tbill | 0.33% |
| CARE Ratings Ltd | 0.32% |
| Metro Brands Ltd | 0.31% |
| Travel Food Services Ltd | 0.30% |
| Neuland Laboratories Ltd | 0.30% |
| Hindustan Petroleum Corp Ltd | 0.26% |
| International Gemmological Institute (India) Ltd | 0.25% |
| Repco Home Finance Ltd | 0.24% |
| Safari Industries (India) Ltd | 0.23% |
| Carraro India Ltd | 0.23% |
| Ather Energy Ltd | 0.23% |
| Shilpa Medicare Ltd | 0.23% |
| Tbill | 0.22% |
| Intellect Design Arena Ltd | 0.22% |
| AU Small Finance Bank Ltd | 0.21% |
| Emmvee Photovoltaic Power Ltd | 0.20% |
| Nifty | 0.19% |
| Sobha Ltd | 0.19% |
| 3M India Ltd | 0.19% |
| CarTrade Tech Ltd | 0.19% |
| Bharat Bijlee Ltd | 0.19% |
| Lemon Tree Hotels Ltd | 0.19% |
| Wework India Management Ltd | 0.18% |
| Omnitech Engineering Ltd | 0.18% |
| Cholamandalam Financial Holdings Ltd | 0.16% |
| Krishna Institute of Medical Sciences Ltd | 0.16% |
| Tbill | 0.15% |
| Awfis Space Solutions Ltd | 0.15% |
| KPIT Technologies Ltd | 0.15% |
| Orkla India Ltd | 0.14% |
| Colgate-Palmolive (India) Ltd | 0.13% |
| 09/04/2026 Maturing 182 DTB | 0.13% |
| Page Industries Limited | 0.13% |
| Epack Prefab Technologies Ltd | 0.12% |
| Indiqube Spaces Ltd | 0.11% |
| Fine Organic Industries Ltd Ordinary Shares | 0.11% |
| ICICI Prudential Life Insurance Co Ltd | 0.10% |
| Brigade Enterprises Ltd | 0.09% |
| National Securities Depository Ltd | 0.09% |
| Newgen Software Technologies Ltd | 0.09% |
| Shivalik Bimetal Controls Ltd | 0.09% |
| Xpro India Ltd | 0.09% |
| EMA Partners India Ltd | 0.06% |
| SJS Enterprises Ltd | 0.06% |
| Kpit Technologies Limited | 0.06% |
| Dixon Technologies (India) Ltd | 0.04% |
| Indigo Paints Ltd Ordinary Shares | 0.03% |
| Icici Lombard General Insurance Company Limited | 0.02% |
| Petronet LNG Ltd | 0.00% |
| KEI Industries Ltd | 0.00% |
| Oil India Ltd | 0.00% |
| Persistent Systems Ltd | 0.00% |
| Blue Star Ltd | 0.00% |
| Page Industries Ltd | 0.00% |
| Cash Offset For Derivatives | 14.05% |
| Clearing Corporation Of India Ltd | 7.96% |
| Net Receivables / (Payables) | 1.47% |
| 12/03/2026 Maturing 91 DTB | - |
| 19/03/2026 Maturing 364 DTB | - |
| 19/03/2026 Maturing 182 DTB | - |
In which sectors has WhiteOak Capital Mid Cap Reg Gr invested in?
The WhiteOak Capital Mid Cap Reg Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 8.14% |
| Communication Services | 5.29% |
| Consumer Cyclical | 10.31% |
| Consumer Defensive | 2.29% |
| Energy | 0.26% |
| Financial Services | 20.65% |
| Healthcare | 15.35% |
| Industrials | 12.87% |
| Real Estate | 6.03% |
| Technology | 3.88% |
| Utilities | - |
What is the risk level of WhiteOak Capital Mid Cap Reg Gr?
This is a Mid-Cap fund comes with Very High Risk.
Who are the fund managers of WhiteOak Capital Mid Cap Reg Gr?
WhiteOak Capital Mid Cap Reg Gr fund managers are Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal.
Is there a minimum SIP amount to invest in WhiteOak Capital Mid Cap Reg Gr?
The minimum SIP amount to start investment in WhiteOak Capital Mid Cap Reg Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in WhiteOak Capital Mid Cap Reg Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in WhiteOak Capital Mid Cap Reg Gr on the basis of your investment objective and risk tolerance.
How to invest in WhiteOak Capital Mid Cap Reg Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in WhiteOak Capital Mid Cap Reg Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of WhiteOak Capital Mid Cap Reg Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of WhiteOak Capital Mid Cap Reg Gr?
The exit load of WhiteOak Capital Mid Cap Reg Gr is as follows:
Exit load of 0.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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