NSE ScannerWhiteOak Capital Mutual Fund · Equity · Mid Cap · Direct plan
WhiteOak Capital Mid Cap Fund - Direct Plan - Growth
₹21.982NAV on 30 Oct 2026Expense ratio 0.93%
29 Oct 2025NAV low 18.58 · high 23.93+3.7%
In plain words
Over 3 years it returned +20.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.3%.
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 | -2.1% | +1.9% |
| 3 months | -4.7% | -5.1% |
| 6 months | +4.0% | -3.2% |
| 1 year | +3.6% | -10.2% |
| 3 years (yearly) | +20.4% | +7.4% |
| Since start (yearly) | +20.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,258 | +4.5% |
| 3 years | ₹3,60,000 | ₹4,34,097 | +11.9% |
Other plan of this fund: WhiteOak Capital Mid Cap Fund - Regular Plan - Growth