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WOC Mid Cap Fund(G)-Direct Plan

FAQ : WhiteOak Capital Mid Cap Fund - Growth - Direct Plan

WhiteOak Capital Mid Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 2.33 18.7 N/A N/A
Average Rolling Returns(%) 26.94 24.10 N/A N/A

The Current NAV of WhiteOak Capital Mid Cap Fund - Growth - Direct Plan is ₹23.06.

It is better to invest in a fund with a longer track record as WhiteOak Capital Mid Cap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.

WhiteOak Capital Mid Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.43%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of WhiteOak Capital Mid Cap Fund - Growth - Direct Plan is currently ₹7,786 Crores.

The Top three stocks are Bharti Hexacom, Coforge and Federal Bank and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 23% of fund’s portfolio respectively.

Top three sectors of WhiteOak Capital Mid Cap Fund - Growth - Direct Plan fund are BFSI, Healthcare and IT accounting for 46% of the total portfolio.

Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of WhiteOak Capital Mid Cap Fund - Growth - Direct Plan Fund is Equity - Mid Cap Fund.

Ramesh Mantri and Piyush Baranwal manage the WhiteOak Capital Mid Cap Fund - Growth - Direct Plan Fund.

WhiteOak Capital Mid Cap Fund - Growth - Direct Plan current PE ratio is 56.21 and PB ratio is 8.11

The asset allocation of WhiteOak Capital Mid Cap Fund - Growth - Direct Plan is Stocks : 87.35%, Debt : 10.31% and Gold : 2.34%

The minimum SIP amount for WhiteOak Capital Mid Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for WhiteOak Capital Mid Cap Fund - Growth - Direct Plan is NIL