Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
WhiteOak Capital Mid Cap Fund Direct Plan Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 5/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 91/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)21.73%
- Expense ratio (20%)0.95%
- AUM (15%)₹6,792 Cr
Not investment advice — an analytical read of public fund data. Methodology →
WhiteOak Capital Mutual Fund · Equity · Mid Cap
₹23.5
AUM: ₹6,792 Cr
NAV updated 17 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.95%
Exit Load
Nil
Fund Manager
Trupti Agrawal
Inception
Sep 2022
Benchmark
BSE 150 MidCap Total Return Index
Sharpe Ratio
0.87
Std Dev (1Y)
14.46%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.06%
3m
+9.28%
6m
+17.72%
1y
+14.92%
3y
+21.73%
5y
—
10y
—
since inception
+23.54%
TopFund's Take on WhiteOak Capital Mid Cap Fund Direct Plan Growth
WhiteOak Capital Mid Cap Fund Direct Plan Growth ranks among the stronger performers in the Mid Cap category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 91/100.
Cost: At 0.95%, the expense ratio runs 23% above the Mid Cap category average of 0.77%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.87 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 14.46% is fairly typical for Mid Cap funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about WhiteOak Capital Mid Cap Fund Direct Plan Growth
The current NAV (Net Asset Value) of WhiteOak Capital Mid Cap Fund Direct Plan Growth is ₹23.5. NAV is updated every business day after market close by AMFI.
1Y: 14.92% · 3Y CAGR: 21.73%
The expense ratio of WhiteOak Capital Mid Cap Fund Direct Plan Growth is 0.95% per annum. This is the annual fee charged by the fund to manage your investment.
WhiteOak Capital Mid Cap Fund Direct Plan Growth is managed by Trupti Agrawal at WhiteOak Capital Mutual Fund.
WhiteOak Capital Mid Cap Fund Direct Plan Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, WhiteOak Capital Mid Cap Fund Direct Plan Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in WhiteOak Capital Mid Cap Fund Direct Plan Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of WhiteOak Capital Mid Cap Fund Direct Plan Growth is ₹6,792 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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