TickerKhojWhiteOak Capital Mutual Fund · Equity · Mid Cap · Regular plan
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth
₹20.636NAV on 30 Oct 2026Expense ratio 2.23%
29 Oct 2025NAV low 17.58 · high 22.52+2.4%
In plain words
Over 3 years it returned +18.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.7%.
On 3-year return it ranks 3 of 28 funds in Mid Cap.
A monthly SIP over 3 years ended ₹10,281 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.3% | +1.9% |
| 3 months | -5.0% | -5.1% |
| 6 months | +3.4% | -3.2% |
| 1 year | +2.3% | -10.2% |
| 3 years (yearly) | +18.7% | +7.4% |
| Since start (yearly) | +18.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,278 | +3.1% |
| 3 years | ₹3,60,000 | ₹4,23,816 | +10.4% |
Other plan of this fund: WhiteOak Capital Mid Cap Fund - Direct Plan - Growth