About Fund
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.
The WhiteOak Capital Mid Cap Fund Regular Growth has an AUM of 4490.64 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.87%. The minimum investment in WhiteOak Capital Mid Cap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Max Financial Services, The Phoenix Mills Ltd, Federal Bank, Bharti Hexacom.
The major sectors where the fund is invested are Biotechnology & Drugs, Software & Programming, Investment Services, Regional Banks.
Some of the similar funds are Mahindra Manulife Mid Cap Fund Regular Growth, Tata Mid Cap Fund Regular Growth, Aditya Birla Sun Life Mid Cap Fund Growth, WhiteOak Capital Mid Cap Fund Regular Growth, Canara Robeco Mid Cap Fund Regular Growth. WhiteOak Capital Mid Cap Fund Regular Growth has a sharpe ratio of 0.96 & a standard deviation of 16.43%.
