WhiteOak Capital Mid Cap Fund Direct Growth

WhiteOak Capital Mid Cap Fund Direct Growth is an equity fund. This fund was started on 7 September, 2022. The fund is managed by Piyush Baranwal. The fund could potentially beat inflation in the long-run.

1. WhiteOak Capital Mid Cap Fund Direct Growth has ₹2916 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.4.
   

WhiteOak Capital Mid Cap Fund Direct Growth has given a CAGR return of 26.59% since inception. Over the last 1 year the fund has given a CAGR return of 18.33%.

WhiteOak Capital Mid Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Health, Industrial, Government, Consumer Cyclical, Tech, Communication, Basic Materials, Energy, Real Estate, Consumer Defensive, Utilities. Its top holdings are Max Financial Services Ltd, Persistent Systems Ltd, Indian Hotels Co Ltd, Bharti Hexacom Ltd, Max Healthcare Institute Ltd Ordinary Shares

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 Direct Growth has no lock in period.