Investment type
WhiteOak Capital Mid Cap Fund - Direct (G) is a mutual fund under the Midcap category, managed by WhiteOak Capital Mutual Fund. It was launched on 21 Apr 2017, and has been active for over 8 years. As of 31 Mar 2025 the fund manages assets worth ₹3,454 Crores. The expense ratio is 0.4%.
This fund generated returns of 7.2% in the last 1 year. Since its inception, it has provided an average annual return of 27.02%.
The fund's investments are mainly concentrated in sectors like Debt, Finance, Pharmaceuticals & Biotech, IT-Software and Industrial Products.
The top five holdings in this fund include prominent companies such as C C I, Max Financial, Bharti Hexacom, Persistent Sys and Coforge.
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.
Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.
Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.
At least three to five years is ideal to benefit from the growth of mid-sized companies.
Yes, but holding for several years can help you maximize returns.
Expense ratios can range from 1% to 2%, reflecting the cost of active management.
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