Comprehensive analysis of WhiteOak Capital Mid Cap Fund (IDCW) (43109) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
WhiteOak Capital Asset Management Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
Moderate Expenses
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Market exposure level
Recent performance momentum
Outperformance vs benchmark
Fund manager experience
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 5.08% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Bharti Hexacom Ltd | Telecomm-Service | 3.60% |
| Max Financial Services Ltd | Finance | 3.51% |
| Muthoot Finance Ltd | Finance | 3.36% |
| Persistent Systems Ltd | IT - Software | 3.23% |
| Coforge Ltd | IT - Software | 2.95% |
| Federal Bank Ltd | Banks | 2.77% |
| PB Fintech Ltd | IT - Software | 2.57% |
| Fortis Healthcare Ltd | Healthcare | 2.34% |
| C C I | Debt Others | 2.34% |
| Hitachi Energy India Ltd | Capital Goods - Electrical Equipment | 2.32% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4498.68 | 2.15% | 20.90% | 0.93% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4102.17 | 1.93% | 20.39% | 0.10% |
| Franklin India Mid Cap Fund - Direct (G) | ₹3067.85 | 1.61% | 17.68% | -1.31% |
| Franklin India Mid Cap Fund (G) | ₹2726.18 | 1.40% | 17.21% | -2.09% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1509.00 | 2.84% | 21.61% | 0.46% |
| Sundaram Mid Cap Fund - (G) | ₹1380.52 | 2.63% | 21.10% | -0.38% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1322.65 | 2.02% | 20.04% | -0.02% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹866.16 | 1.92% | 19.00% | -2.00% |
| Aditya Birla SL Midcap Fund - (G) | ₹776.70 | 1.70% | 18.50% | -2.80% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹747.39 | 2.15% | 20.91% | 0.93% |
A seasoned investment professional with over 3 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.