WhiteOak Capital Mid Cap Fund

WhiteOak Capital Mid Cap Fund is an equity fund. This fund was started on 7 September, 2022. The fund is managed by Dheeresh Pathak, Ashish Agrawal, Trupti Agrawal, Ramesh Mantri, Piyush Baranwal. The fund could potentially beat inflation in the long-run.

1. WhiteOak Capital Mid Cap Fund has ₹5293 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
2. The fund has an expense ratio 0.7.
   

WhiteOak Capital Mid Cap Fund has given a CAGR return of 23.46% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 15.46% and 27.17% respectively.

WhiteOak Capital Mid Cap Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Health, Consumer Cyclical, Basic Materials, Real Estate, Tech, Communication, Government, Consumer Defensive, Energy, Utilities. Its top holdings are Phoenix Mills Ltd, Max Financial Services Ltd, Fortis Healthcare Ltd, Bharti Hexacom Ltd, The Federal Bank Ltd

As it is a mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The primary objective of the Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. WhiteOak Capital Mid Cap Fund has no lock in period.