WhiteOak Capital Mid Cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 8 September, 2022. The fund is managed by Piyush Baranwal. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.54% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹1658 Cr |
Inception Date | 8 September, 2022 |
Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 0% |
Size breakup
WhiteOak Capital Mid Cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 5.34% | 5.34% |
6 Month Returns | 19.53% | 19.53% |
1 Year Returns | 56.18% | 56.18% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
WhiteOak Capital Mid Cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | -1.67 | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
WhiteOak Capital Mid Cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 0.93 | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
WhiteOak Capital Mid Cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 3.25 | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
WhiteOak Capital Mid Cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 12.39 | - | - |