WhiteOak Capital Mid Cap Fund
WhiteOak Capital Mid Cap Fund is a mid cap fund of WhiteOak Capital Mutual Fund with ₹7,802 cr under management. It is ahead of its benchmark (BSE Midcap 150 TRI) in 2 of 2 periods. Its direct plan charges 0.92% a year.
Has WhiteOak Capital Mid Cap Fund beaten its benchmark?
Ahead of its benchmark, BSE Midcap 150 TRI, in 2 of 2 periods in AMFI's figures; +9.12% over the last year against +0.68%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty Midcap 150 TRI | Ahead |
|---|---|---|---|
| 1 month | −1.99% | −2.67% | — |
| 3 months | −2.63% | −5.47% | — |
| 6 months | +7.43% | +0.24% | — |
| 1 year | +7.46% | +0.43% | +7.03 pts |
| 3 years | +19.94% | +13.45% | +6.49 pts |
| 5 years | — | +13.22% | — |
| 10 years | — | +16.18% | — |
| Since start from 8 Sep 2022 | +21.60% | — | — |
Official figures
AMFI performance feed, 14 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +9.12% | +7.72% | +0.68% | +8.44 | 🔒 |
| 3y | +20.21% | +18.49% | +13.37% | +6.84 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Sep 2022 to 15 Oct 2026₹100 put in at the start of Sep 2022 would be ₹225 on 15 Oct 2026, against ₹191 in the Nifty Midcap 150 TRI.
What does WhiteOak Capital Mid Cap Fund cost?
0.92% a year on the direct plan, 2.23% on the regular plan; 15 of 34 funds in its category charge less.
Who manages WhiteOak Capital Mid Cap Fund?
What does WhiteOak Capital Mid Cap Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Questions people ask
What is the expense ratio of WhiteOak Capital Mid Cap Fund?
0.92% a year on the direct plan and 2.23% on the regular plan (expense report, Oct 2026).
How has WhiteOak Capital Mid Cap Fund done?
Its direct plan returned +20.21% a year over 3 years against +13.37% for its benchmark, BSE Midcap 150 TRI, as of 14 Oct 2026.
See WhiteOak Capital Mid Cap Fund beside your own funds in Valarth
