WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth

WhiteOak Capital Mid Cap Fund Direct Growth

Equity
Direct
Mid-Cap

NAV: ₹ 10 as on 30-09-2022

Fund Performance
zero opening, trading, fund transfer fee
139 people have invested ₹ 26.1L in mutual fund in the last three months
About the Fund

WhiteOak Capital Mid Cap Fund Direct Growth is an equity fund. This fund was started on  8 September, 2022. The fund is managed by Piyush Baranwal, Ramesh Mantri, Shariq Merchant. The fund could potentially beat inflation in the long-run.

Key parameters

1) WhiteOak Capital Mid Cap Fund Direct Growth has a NAV of 9.985 as on 30-09-2022.

2) WhiteOak Capital Mid Cap Fund Direct Growth has 0 Cr worth of assets under management (AUM) as on 31-08-2022 and is less than category average.

3) The fund has an expense ratio 0 %.

Fund Overview

Expense ratio
Expense ratio
--
Benchmark
Benchmark
S&P BSE Midcap TR INR
AUM
AUM
₹0 Cr
Inception Date
Inception Date
8 September, 2022
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹500
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
0%

Fund Manager

Piyush Baranwal

Piyush Baranwal

Managing this fund since 6 September 2022

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
WhiteOak Capital Overnight Fund Direct Growth
3.56%
--
WhiteOak Capital Ultra Short Term Fund Direct Growth
4.34%
4.25%
WhiteOak Capital Liquid Fund Direct Growth
3.69%
3.19%
Ramesh Mantri

Ramesh Mantri

Managing this fund since 6 September 2022
Shariq Merchant

Shariq Merchant

Managing this fund since 7 September 2022

AMC details

Address
602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City
Email
Phone
Fund House
WhiteOak Capital Asset Management Limited

Frequently Asked Questions

The current NAV of WhiteOak Capital Mid Cap Fund Direct Growth is 9.99.
Existing (Absolute + CAGR)
WhiteOak Capital Mid Cap Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
The alpha ratio for the WhiteOak Capital Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
WhiteOak Capital Mid Cap Fund Direct Growth
-
-
-
As on month end.
The alpha for WhiteOak Capital Mid Cap Fund Direct Growth is calculated against S&P BSE Midcap TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the WhiteOak Capital Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
WhiteOak Capital Mid Cap Fund Direct Growth
-
-
-
As on month end.
The Beta for WhiteOak Capital Mid Cap Fund Direct Growth is calculated with S&P BSE Midcap TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the WhiteOak Capital Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
WhiteOak Capital Mid Cap Fund Direct Growth
-
-
-
As on month end.
The sharpe ratio for WhiteOak Capital Mid Cap Fund Direct Growth is calculated with S&P BSE Midcap TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the WhiteOak Capital Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
WhiteOak Capital Mid Cap Fund Direct Growth
-
-
-
As on month end.
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Ramesh Mantri,Shariq Merchant,Piyush Baranwal are the fund managers of WhiteOak Capital Mid Cap Fund Direct Growth
The Exit load of WhiteOak Capital Mid Cap Fund Direct Growth is 1%