WhiteOak Capital Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

4 Morning Star

5 Value Research

NAV( 23 Apr 2026)

₹ 20.12

14.45%

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WhiteOak Capital Mid Cap Reg-G

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Performance

26.8%3y Returns

0.04% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

1.87%
Exit load

1% Exit load of 1%, if redeemed within 1 month.

L After 365 days

Fund details

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Fund size

₹ 4,491 Cr
Plan

REGULAR
Launch date

16 Aug 2022
Fund type

OPEN
Fund benchmark

BSE 150 MidCap Total Return Index
ISIN

INF03VN01563

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Others CBLO	7.96%
Repco Home Finance Ltd	0.24%
TD Power Systems Ltd	0.64%
TBO Tek Ltd	0.34%
Eureka Forbes Ltd	0.37%
International Gemmological Institute (India) Ltd	0.25%
Carraro India Ltd	0.23%
Narayana Hrudayalaya Ltd	0.78%
ICICI Prudential Life Insurance Company Ltd	0.1%
Ather Energy Ltd	0.23%
Dixon Technologies (India) Ltd	0.04%
Laurus Labs Ltd	2.04%
Cigniti Technologies Ltd	0.52%
AU Small Finance Bank Ltd	0.21%
FSN E-Commerce Ventures Ltd	1.29%
Aditya Infotech Ltd	0.71%
Ajax Engineering Ltd	0.35%
Net Payables	-12.58%
Sona BLW Precision Forgings Ltd	1.1%
Eternal Ltd	0.97%
Tube Investments Of India Ltd	1.71%
Berger Paints India Ltd	1.3%
Bharat Bijlee Ltd	0.19%
Emmvee Photovoltaic Power Ltd	0.2%
S.J.S Enterprises Ltd	0.06%
PB Fintech Ltd	2.42%
Metro Brands Ltd	0.31%
Xpro India Ltd	0.09%
Oil India Ltd	0.0%
Leela Palaces Hotels & Resorts Ltd	0.39%
Lemon Tree Hotels Ltd	0.19%
Bharti Hexacom Ltd	2.92%
CarTrade Tech Ltd	0.19%
GE Vernova T&D India Ltd	1.66%
AIA Engineering Ltd	0.96%
Ajanta Pharma Ltd	0.8%
Omnitech Engineering Ltd	0.18%
Aadhar Housing Finance Ltd	0.91%
Alkem Laboratories Ltd	1.87%
Kirloskar Oil Engines Ltd	0.39%
WeWork India Management Ltd	0.18%
Krishna Institute Of Medical Sciences Ltd	0.16%
Hitachi Energy India Ltd	1.9%
Vishal Mega Mart Ltd	2.01%
KRN Heat Exchanger And Refrigeration Ltd	0.37%
Blue Star Ltd	0.0%
Brigade Enterprises Ltd	0.09%
ICICI Lombard General Insurance Company Ltd	0.61%
Mankind Pharma Ltd	1.47%
Nexus Select Trust REITs	1.31%
Acutaas Chemicals Ltd	0.8%
EPack Prefab Technologies Ltd	0.12%
Dalmia Bharat Ltd	0.35%
KPIT Technologies Ltd	0.15%
Embassy Office Parks REIT REITs	0.49%
Vertis Infrastructure Trust InvITs	0.49%
Azad Engineering Ltd	0.55%
Lenskart Solutions Ltd	0.35%
Orkla India Ltd	0.14%
Nippon Life India Asset Management Ltd	1.83%
Indigo Paints Ltd	0.03%
Awfis Space Solutions Ltd	0.15%
Persistent Systems Ltd	0.0%
NIFTY Bank ID	1.47%
NIFTY 50 Index ID	0.19%
Endurance Technologies Ltd	0.44%
Newgen Software Technologies Ltd	0.09%
Multi Commodity Exchange Of India Ltd	0.87%
Travel Food Services Ltd	0.3%
Indiqube Spaces Ltd	0.11%
360 One Wam Ltd	1.0%
EMA Partners India Ltd	0.06%
Five-Star Business Finance Ltd	0.48%
India Shelter Finance Corporation Ltd	0.67%
Fine Organic Industries Ltd	0.11%
Cummins India Ltd	1.15%
Colgate-Palmolive (India) Ltd	0.13%
Coromandel International Ltd	1.12%
Poly Medicure Ltd	0.41%
ICICI Lombard General Insurance Company Ltd Futures	0.02%
Fortis Healthcare Ltd	2.86%
Ipca Laboratories Ltd	1.65%
Sobha Ltd	0.19%
The South Indian Bank Ltd	0.39%
Intellect Design Arena Ltd	0.22%
Hindustan Petroleum Corporation Ltd Futures	0.6%
Muthoot Finance Ltd Futures	1.14%
Petronet LNG Ltd Futures	0.98%
Kei Industries Ltd Futures	2.02%
Reserve Bank of India T-Bills 182-D 28/05/2026	1.55%
Reserve Bank of India T-Bills 182-D 03/04/2026	0.33%
Reserve Bank of India T-Bills 182-D 04/06/2026	0.15%
Reserve Bank of India T-Bills 182-D 11/06/2026	0.22%
Indian Bank Futures	1.27%
Page Industries Ltd Futures	0.13%
Godrej Industries Ltd	0.56%
Indian Bank	0.61%
Lupin Ltd	1.22%
NMDC Ltd	0.57%
Cholamandalam Financial Holdings Ltd	0.16%
Reserve Bank of India T-Bills 182-D 09/04/2026	0.13%
Dynamatic Technologies Ltd	0.51%
Blue Star Ltd Futures	0.44%
Reserve Bank of India T-Bills 91-D 04/06/2026	0.55%
Persistent Systems Ltd Futures	3.34%
The Federal Bank Ltd	3.0%
Hindustan Petroleum Corporation Ltd	0.26%
Navin Fluorine International Ltd	0.6%
National Aluminium Company Ltd	2.08%
National Securities Depository Ltd	0.09%
Shilpa Medicare Ltd	0.23%
Shivalik Bimetal Controls Ltd	0.09%
PNB Housing Finance Ltd	0.35%
Safari Industries (India) Ltd	0.23%
Reserve Bank of India T-Bills 91-D 14/05/2026	0.66%
Reserve Bank of India T-Bills 364-D 07/05/2026	0.6%
Reserve Bank of India T-Bills 91-D 22/05/2026	0.64%
Motilal Oswal Financial Services Ltd	0.62%
Marico Ltd	2.01%
Supreme Industries Ltd	0.71%
Abbott India Ltd	1.21%
Kei Industries Ltd	0.0%
Hero Motocorp Ltd	1.15%
Jindal Stainless Ltd	0.85%
Max Financial Services Ltd	3.44%
REC Ltd	1.14%
Bharat Heavy Electricals Ltd	0.59%
3M India Ltd	0.19%
CARE Ratings Ltd	0.32%
Info Edge (India) Ltd	2.37%
Coforge Ltd	2.3%
Muthoot Finance Ltd	1.19%
Page Industries Ltd	0.0%
Petronet LNG Ltd	0.0%
The Phoenix Mills Ltd	3.18%
Neuland Laboratories Ltd	0.3%
KPIT Technologies Ltd Futures	0.06%
Oil India Ltd Futures	1.71%
Colgate-Palmolive (India) Ltd Futures	0.68%
Reserve Bank of India T-Bills 182-D 18/06/2026	0.66%

Sectors

Company	Allocation %
Others	-4.62%
Automobile	5.20%
Construction	5.75%
Consumer Staples	3.71%
Materials	2.48%
Financial	25.89%
Capital Goods	10.35%
Consumer Discretionary	1.58%
Chemicals	1.83%
Textiles	0.13%
Services	12.16%
Energy	3.75%
Technology	6.68%
Insurance	0.73%
Metals & Mining	4.95%
Healthcare	15.80%
Communication	3.63%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

WhiteOak Capital Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.whiteoakamc.com
Phone:

Funds Offered

21
AUM

₹ 32,442 Cr
Website

http://www.whiteoakamc.com

About

WhiteOak Capital Asset Management Limited is part of White Oak Capital Group, a globally trusted asset management group founded by Mr. Prashant Khemka, an investment professional with an enviable track record spanning over two decades. The group has investment research teams based in India, Singapore, Spain and additional sales and distribution offices in Switzerland, UAE and the UK. The India AMC team comprises seasoned professionals with rich experience in Financial Services, led by Mr. Aashish P. Somaiyaa, CEO, who brings 20+ years of experience in the asset management industry. The AMC has an on-ground presence in over 50 cities and a basket of Equity, Hybrid, and Debt funds to cater to various investor needs.

Fund Manager

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Piyush Baranwal

Funds Offered

21
AUM

₹ 32,456 Cr
Highest Return

26.8%

About

Piyush Baranwal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP amount

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Frequently Asked Questions

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What is the current NAV of WhiteOak Capital Mid Cap Reg-G?

The current NAV of WhiteOak Capital Mid Cap Reg-G is ₹ 20.121

How much does WhiteOak Capital Mid Cap Reg-G charge as expense ratio?

The expense ratio of WhiteOak Capital Mid Cap Reg-G is 1.87%

How to Redeem WhiteOak Capital Mid Cap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in WhiteOak Capital Mid Cap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in WhiteOak Capital Mid Cap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in WhiteOak Capital Mid Cap Reg-G based on your investment objective and risk profile.

What is the return of WhiteOak Capital Mid Cap Reg-G?

For WhiteOak Capital Mid Cap Reg-G, 3-year return is 26.8% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.

What is the lock-in period in WhiteOak Capital Mid Cap Reg-G?

The lock-in-period of WhiteOak Capital Mid Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

WhiteOak Capital Mid Cap Reg-G

₹ 20.12

14.45%

WhiteOak Capital Mid Cap Reg-G

Performance

26.8%3y Returns

Investment details

₹ 100

₹ 500

0

1.87%

1% Exit load of 1%, if redeemed within 1 month.

L After 365 days

Fund details

₹ 4,491 Cr

REGULAR

16 Aug 2022

OPEN

BSE 150 MidCap Total Return Index

INF03VN01563

Fund allocation

Risk Associated

Very High

About AMC

WhiteOak Capital Mutual Fund >

Contact Information

Address:

21

₹ 32,442 Cr

About

Fund Manager

Piyush Baranwal

21

₹ 32,456 Cr

26.8%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of WhiteOak Capital Mid Cap Reg-G?

How much does WhiteOak Capital Mid Cap Reg-G charge as expense ratio?

How to Redeem WhiteOak Capital Mid Cap Reg-G Regular Growth?

What are the steps to invest in WhiteOak Capital Mid Cap Reg-G?

Can I invest in WhiteOak Capital Mid Cap Reg-G through both SIP and lump sum?

What is the return of WhiteOak Capital Mid Cap Reg-G?

What is the lock-in period in WhiteOak Capital Mid Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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