WhiteOak Capital Mid Cap Fund (Direct)
WhiteOak Capital Mutual Fund · benchmark Nifty Midcap 150 TRI · 4.2 years old · AMFI code 150584
A (top 30%), score 71.9 out of 100. Describes the past, not a forecast.
Watch: 59% in mid caps; SEBI requires at least 65% in the latest portfolio. Not capped unless this repeats next month.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 7.4% | 0.9% | +6.5% | 5 / 32 |
| 1 year | 7.9% | 1.3% | +6.5% | 3 / 30 |
| 3 years (a year) | 21.4% | 15.3% | +6.1% | 2 / 28 |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Common questions
What is the NAV of WhiteOak Capital Mid Cap Fund (Direct plan)?
₹22.97 on 5 Nov 2026 (Growth option).
What is the expense ratio of WhiteOak Capital Mid Cap Fund (Direct)?
0.95% a year; the Regular plan's is 2.25%.
What return has WhiteOak Capital Mid Cap Fund given over 3 years?
21.4% a year (Direct plan) over the 3 years to 5 Nov 2026, against 15.3% for the Nifty Midcap 150 total-return index.
What does WhiteOak Capital Mid Cap Fund invest in?
Its largest holdings are Bharti Hexacom Limited, Coforge Limited, The Federal Bank Limited, with 134 stocks in all (September 2026 portfolio).
How is WhiteOak Capital Mid Cap Fund rated?
A: 6 of 28 Direct plans in Mid Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from WhiteOak Capital Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.