WhiteOak Capital Mid Cap Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of WhiteOak Capital Mid Cap Fund (G) (43108) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
WhiteOak Capital Mid Cap Fund (G)
WhiteOak Capital Asset Management Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Average Quality
WhiteOak Capital Mid Cap Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 5.08% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Bharti Hexacom Ltd | Telecom-Service | 3.60% |
| Max Financial Services Ltd | Miscellaneous | 3.51% |
| Muthoot Finance Ltd | Finance | 3.36% |
| Persistent Systems Ltd | IT - Software | 3.23% |
| Coforge Ltd | IT - Software | 2.95% |
| Federal Bank Ltd | Banks | 2.77% |
| PB Fintech Ltd | IT - Software | 2.57% |
| Fortis Healthcare Ltd | Healthcare | 2.34% |
| C C I | Debt Others | 2.34% |
| Hitachi Energy India Ltd | Capital Goods - Electrical Equipment | 2.32% |
Sector Breakdown
Compare against Mid Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
WhiteOak Capital Mid Cap Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4654.39 | 2.15% | 20.90% | 0.93% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4240.19 | 1.93% | 20.39% | 0.10% |
| Franklin India Mid Cap Fund - Direct (G) | ₹3112.86 | 1.61% | 17.68% | -1.31% |
| Franklin India Mid Cap Fund (G) | ₹2763.59 | 1.40% | 17.21% | -2.09% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1546.91 | 2.84% | 21.61% | 0.46% |
| Sundaram Mid Cap Fund - (G) | ₹1413.87 | 2.63% | 21.10% | -0.38% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1367.68 | 2.02% | 20.04% | -0.02% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹886.23 | 1.92% | 19.00% | -2.00% |
| Aditya Birla SL Midcap Fund - (G) | ₹793.93 | 1.70% | 18.50% | -2.80% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹773.26 | 2.15% | 20.91% | 0.93% |
Category Average Returns
Ramesh Mantri
A seasoned investment professional with over 3 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.