Our Opinion
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Our Opinion
Riskometer
Very High
₹19.7020 1.87%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
WhiteOak Capital Mid Cap Fund - Direct Plan
|
|
|
Very High
|
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0.59 |
|
|
|
Very High
|
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0.76 |
||
 |
|
Very High
|
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0.38 |
||
|
|
Very High
|
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0.72 |
||
|
|
Very High
|
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0.46 |
₹4,695 Cr
1.00 (30)
500
500
100
6
About WhiteOak Capital Mid Cap Fund - Direct Plan
WhiteOak Capital Mid Cap Fund - Direct Plan is a equity mutual fund scheme of WhiteOak Capital Mutual Fund. Launched on September 07, 2022, it is currently managed by Piyush Baranwal, Ashish Agrawal, Ramesh Mantri, Trupti Agrawal and Dheeresh Pathak. The fund has an expense ratio of 0.59% with an overall AUM (Assets Under Management) of ₹4,695 Cr.
WhiteOak Capital Mid Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹100.
Investment Strategy
The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.
Suitability
Mid-cap funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of WhiteOak Capital Mid Cap Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, WhiteOak Capital Mid Cap Fund - Direct Plan can be bought from the WhiteOak Capital Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of WhiteOak Capital Mid Cap Fund - Direct Plan, is ₹19.7020 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
3.84
|
|
|
3.46
|
|
|
3.24
|
|
|
3.14
|
|
|
2.87
|
Over the past five years, WhiteOak Capital Mid Cap Fund - Direct Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in WhiteOak Capital Mid Cap Fund - Direct Plan is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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