- Home
- Mutual Funds
- AMC
- Whiteoak Capital Mutual Fund
- Whiteoak Capital Mid Cap Fund Idcw Direct Plan
Whiteoak Capital Mid Cap Fund Idcw Direct Plan
NAV (Mar 28,2024)
WhiteOak Capital Mid Cap Fund - IDCW - Direct Plan is a mutual fund scheme in India with an expense ratio of 0.43%. It has a price-to-earnings (PE) ratio of 49.96 and a price-to-book (PB) ratio of 10.61. The scheme has an asset under management of INR 1,426.58 crore and requires a minimum investment of INR 500. There is no lock-in period for this fund. It was established on September 7, 2022.
Whiteoak Capital Mid Cap Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Whiteoak Capital Mid Cap Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio49.96
- P/B Ratio10.61
- Alpha0.02
- Beta0.86
- Sharpe0.24
- Sortino0.40
Fund Overview
0.43%
0%
No Lock-in
₹ 1426.58 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Mar 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,462.71 (4.63%) | ₹ 11,774.51 (17.75%) | ₹ 16,104.93 (61.05%) | ₹ -- (--) | ₹ -- (--) |
₹ 30,000 | ₹ 31,388.13 (4.63%) | ₹ 35,323.53 (17.75%) | ₹ 48,314.79 (61.05%) | ₹ -- (--) | ₹ -- (--) |
₹ 50,000 | ₹ 52,313.55 (4.63%) | ₹ 58,872.55 (17.75%) | ₹ 80,524.65 (61.05%) | ₹ -- (--) | ₹ -- (--) |
₹ 80,000 | ₹ 83,701.68 (4.63%) | ₹ 94,196.08 (17.75%) | ₹ 1,28,839.44 (61.05%) | ₹ -- (--) | ₹ -- (--) |
₹ 1,00,000 | ₹ 1,04,627.1 (4.63%) | ₹ 1,17,745.1 (17.75%) | ₹ 1,61,049.3 (61.05%) | ₹ -- (--) | ₹ -- (--) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Clearing Corporation of India Ltd7.43%
- Days Tbill MD5.67%
- CG Power and Industrial Solutions Limited3.24%
- The Indian Hotels Company Limited2.54%
- Coforge Limited2.46%
- The Federal Bank Limited2.39%
- REC Limited2.31%
- IIFL Finance Limited2.30%
- AIA Engineering Limited2.22%
- Max Healthcare Institute Limited2.16%
- KPIT Technologies Limited2.03%
- Astral Limited2.02%
- Shriram Finance Limited1.84%
- Procter & Gamble Hygiene and Health Care Limited1.69%
- Abbott India Limited1.68%
- Metro Brands Limited1.61%
- Info Edge India Limited1.60%
- The Phoenix Mills Limited1.54%
- Computer Age Management Services Limited1.31%
- Grindwell Norton Limited1.28%
- Container Corporation of India Limited1.17%
- Vedant Fashions Limited1.13%
- HDFC Asset Management Company Limited1.13%
- Trent Limited1.02%
- Bank of India1.01%
- Balkrishna Industries Limited1.00%
- Syngene International Limited1.00%
- Max Financial Services Limited0.98%
- Five Star Business Finance Limited0.90%
- IPCA Laboratories Limited0.90%
- KSB Limited0.89%
- Ajanta Pharma Limited0.88%
- CMS Info System Limited0.87%
- Bayer Cropscience Limited0.85%
- CreditAccess Grameen Limited0.83%
- Hindustan Petroleum Corporation Limited0.82%
- Neuland Laboratories Limited0.82%
- Global Health Limited0.81%
- Rainbow Childrens Medicare Limited0.79%
- Dixon Technologies India Limited0.77%
- One WAM Limited0.77%
- M India Limited0.74%
- Nexus Select Trust REIT0.74%
- Power Finance Corporation Limited0.73%
- Indian Bank0.73%
- Dalmia Bharat Limited0.72%
- Jindal Stainless Limited0.70%
- Electronics Mart India Limited0.68%
- Brookfield India Real Estate Trust0.68%
- Oil India Limited0.65%
- Varun Beverages Limited0.65%
- Sonata Software Limited0.64%
- Krishna Institute Of Medical Sciences Limited0.62%
- Coromandel International Limited0.61%
- Polycab India Limited0.60%
- Navin Fluorine International Limited0.60%
- Onward Technologies Limited0.60%
- Indian Renewable Energy Development Agency Limited0.59%
- Intellect Design Arena Limited0.59%
- Honasa Consumer Limited0.59%
- Newgen Software Technologies Limited0.58%
- ACC Limited0.57%
- Safari Industries India Limited0.57%
- Innova Captab Limited0.57%
- Kewal Kiran Clothing Limited0.56%
- The Jammu & Kashmir Bank Limited0.55%
- Fortis Healthcare Limited0.55%
- Poly Medicure Limited0.54%
- KEI Industries Limited0.53%
- PI Industries Limited0.53%
- Endurance Technologies Limited0.53%
- Cummins India Limited0.53%
- Hindalco Industries Limited0.50%
- Page Industries Limited0.50%
- Gandhar Oil Refinery India Limited0.49%
- JB Chemicals & Pharmaceuticals Limited0.48%
- Nucleus Software Exports Limited0.47%
- Colgate Palmolive India Limited0.43%
- Fine Organic Industries Limited0.43%
- Gujarat Gas Limited0.41%
- Garware Technical Fibres Limited0.41%
- Jupiter Life Line Hospitals Limited0.41%
- Sai Silks Kalamandir Limited0.40%
- India Shelter Finance Corporation Limited0.40%
- Senco Gold Limited0.40%
- Eureka Forbes Ltd0.40%
- Vesuvius India Limited0.39%
- Gujarat Ambuja Exports Limited0.39%
- Arvind Fashions Limited0.38%
- Saregama India Limited0.37%
- CSB Bank Limited0.37%
- Petronet LNG Limited0.37%
- Timken India Limited0.36%
- Radiant Cash Management Services Limited0.36%
- Star Health And Allied Insurance Company Limited0.35%
- SHIVALIK BIMETAL CONTROLS LIMITED0.34%
- Go Fashion India Limited0.32%
- Indiamart Intermesh Limited0.31%
- Honeywell Automation India Limited0.30%
- Nesco Limited0.27%
- RHI Magnesita India Limited0.25%
- Avalon Technologies Limited0.20%
- Devyani International Limited0.20%
- Vijaya Diagnostic Centre Limited0.19%
- Sundram Fasteners Limited0.13%
- AU Small Finance Bank Limited0.11%
- BIKAJI FOODS INTERNATIONAL LIMITED0.07%
- Digidrive Distributors Limited0.03%
- Net Receivables Payables0.03%
- Alkem Laboratories Limited0.01%
- Persistent Systems Limited0.01%
- IDFC First Bank Limited0.01%
- Muthoot Finance Limited0.01%
- Mahindra & Mahindra Financial Services Limited0.00%
- Miscellaneous7.45%
- IT - Software7.38%
- Retailing4.45%
- Finance - NBFC4.18%
- BPO/ITeS3.78%
- Bank - Private3.43%
- Electric Equipment3.24%
- Finance Term Lending3.05%
- Finance - Investment2.65%
- Textile2.60%
- Castings/Forgings2.22%
- Plastic Products2.02%
- Finance - Others1.76%
- Bank - Public1.74%
- Abrasives1.28%
- Logistics1.17%
- Cable1.13%
- Chemicals1.03%
- Tyres & Allied1.00%
- Business Support1.00%
- Consumer Food0.92%
- Metal - Non Ferrous0.84%
- Refineries0.82%
- Diversified0.74%
- Oil Exploration0.65%
- Refractories0.64%
- Fertilizers0.61%
- Trading0.59%
- Auto Ancillary0.53%
- Diesel Engines0.53%
- Lubricants0.49%
- Finance - Housing0.40%
- Diamond & Jewellery0.40%
- Solvent Extraction0.39%
- Bearings0.36%
- Insurance0.35%
- e-Commerce0.31%
- Fasteners0.13%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 28.19% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 27.00% |
Taurus Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.35% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 23.48% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 22.45% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 22.18% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 21.24% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 19.28% |
Kotak Emerging Equity Fund - Growth | EQUITY | Very High | 16.31% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 13.60% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 54.62% |
Taurus Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 50.94% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 48.70% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 44.66% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 44.56% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 44.31% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 42.78% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 39.35% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 38.98% |
Kotak Emerging Equity Fund - Growth | EQUITY | Very High | 34.85% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Mid Cap Fund - Growth | EQUITY | Very High | 34.15% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.81% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.72% |
Sundaram Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.78% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.60% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 25.51% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 25.06% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 24.30% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 23.68% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 17.21% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Mid Cap Fund - Growth | EQUITY | Very High | 29.47% |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.77% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.14% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 24.80% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 22.96% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 22.18% |
Sundaram Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 19.28% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 18.96% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 18.85% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 18.56% |
Fund Managers
Mr. Ramesh MantriFund Manager
Mr. Piyush BaranwalFund Manager
Ms. Trupti AgrawalFund Manager
Get your latest Credit Score, FREE
Compare with similar Funds
WhiteOak Capital Mid Cap Fund - IDCW - Direct Plan
WhiteOak Capital Mid Cap Fund - IDCW - Direct Plan
Most Popular on Urban Money
Scheme Other Funds
Most Trusted AMC
- Baroda BNP Paribas Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Canara Robeco Mutual Fund
- L&T Mutual Fund
- DSP Mutual Fund
- Quant Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- JM Financial Mutual Fund
- Kotak Mahindra Mutual Fund
- LIC Mutual Fund
- Invesco Mutual Fund
- Quantum Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- Bandhan Mutual Fund
- Sundaram Mutual Fund
- Tata Mutual Fund
- Taurus Mutual Fund
- UTI Mutual Fund
- Mirae Asset Mutual Fund
- Bank of India Mutual Fund
- Edelweiss Mutual Fund
- Axis Mutual Fund
- Navi Mutual Fund
- Motilal Oswal Mutual Fund
- IDBI Mutual Fund
- PGIM India Mutual Fund
- Union Mutual Fund
- 360 ONE Mutual Fund
- Groww Mutual Fund
- PPFAS Mutual Fund
- IL&FS Mutual Fund (IDF)
- Shriram Mutual Fund
- IIFCL Mutual Fund
- Mahindra Manulife Mutual Fund
- ITI Mutual Fund
- Trust Mutual Fund
- NJ Mutual Fund
- Samco Mutual Fund
- Bajaj Finserv Mutual Fund
- Helios Mutual Fund
- Zerodha Mutual Fund
- Old Bridge Mutual Fund
Mutual Funds Calculator
Best Equity Mutual Funds
- SBI Small Cap Fund - Growth - Direct Plan
- Axis Small Cap Fund - Growth - Direct Plan
- HDFC Small Cap Fund - Growth - Direct Plan
- Nippon India Small Cap Fund - Growth - Direct Plan
- UTI Mid Cap Fund - Growth - Direct Plan
- ICICI Prudential Infrastructure Fund - Growth - Direct Plan
- Tata Small Cap Fund - Growth - Direct Plan
- Canara Robeco Infrastructure Fund - Growth - Direct Plan
- DSP Small Cap Fund - Growth - Direct Plan
- Mirae Asset Healthcare Fund - Growth - Direct Plan
- Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted)
- Franklin Build India Fund - Growth - Direct Plan
- L&T India Large Cap Fund - Growth - Direct Plan
- Motilal Oswal Midcap Fund - Growth - Direct Plan
Mutual Funds Guide
Get in-depth knowledge about all things related to Mutual Funds and your finances
International Mutual Funds
\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio
10 Best SIP Plans for Rs. 1000
The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best
How to Invest in SIP
Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua
Best Investment Plan for 1 Year
For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro
How to stop a Mutual Fund SIP?
Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai
Withdrawing from Mutual Funds
When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your
Flexi Cap Fund
Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y
STCG Tax on Mutual Fund
As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in
Conservative Hybrid Funds
A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential
Fund of Funds (FOFs)
Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua
Expense Ratios: Calculations, Components, and Investment Impact
The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi
Total Expense Ratio (TER)
The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund
Indexation in Mutual Funds
‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In
Yield to Maturity
Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice
What is Arbitrage Fund
Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the