EquityMid Cap FundDirect · Growth
WhiteOak Capital Mid Cap Fund Direct Plan Growth
WhiteOak Capital · Scheme 150584
₹23.68▼ 0.24%NAV · 2026-09-18
Excellent FundScore
AUM
₹6,792 cr
Expense ratio
0.97%
3Y CAGR
24.5%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Midcap 150 TRI
Fund manager: Trupti AgrawalExit load: Nil
Excellent · 88/100
A standout fund on our data — strong across almost every dimension.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Compounding well recently — 24.5% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 19%.
- ✓3Y CAGR: +24.5%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
FundScore breakdown
88/100 · Excellent
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Strong
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.