WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl
WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl

WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl

Equity
Direct
Mid-Cap

NAV: ₹ 9.8 as on 28-09-2022

Fund Performance
About the Fund

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

Key parameters

1) WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl has a NAV of 9.805 as on 28-09-2022.

2) WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl has 0 Cr worth of assets under management (AUM) as on 31-07-2022 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

Ramesh Mantri

Ramesh Mantri

Managing this fund since 6 September 2022
Piyush Baranwal

Piyush Baranwal

Managing this fund since 6 September 2022

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
WhiteOak Capital Liquid Fund Direct Growth
3.69%
3.24%
WhiteOak Capital Ultra Short Term Fund Direct Growth
4.33%
4.23%
WhiteOak Capital Overnight Fund Direct Growth
3.56%
--
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 Payout Inc Dist cum Cap Wdrl is 9.81.
Existing (Absolute + CAGR)
WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl
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%
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The alpha ratio for the WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl
-
-
-
As on month end.
The alpha for WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl
-
-
-
As on month end.
The Beta for WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl
-
-
-
As on month end.
The sharpe ratio for WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl
-
-
-
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.
Piyush Baranwal,Ramesh Mantri,Shariq Merchant are the fund managers of WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl
The Exit load of WhiteOak Capital Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl is 1%