EquityMid Cap FundDirect · Growth
WhiteOak Capital Mid Cap Fund Direct Plan Growth
WhiteOak Capital · Scheme 150584
₹23.37▼ 0.23%NAV · 2026-08-05
Excellent FundScore
AUM
—
Expense ratio
—
3Y CAGR
24.0%
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.02% |
| 3 Months | +9.28% |
| 6 Months | +13.02% |
| 1 Year | +17.17% |
| 3 Years (CAGR) | +24.01% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +24.04% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns96
Consistency100
Risk-adjusted72
Downside protection83
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +24.0%
- ✓ 3Y CAGR vs category: +4.2% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 100% of windows
- ✓ Sharpe ratio: 1.12
Risk metrics
Sharpe ratio
1.12
Sortino ratio
1.38
Volatility
14.88%
Max drawdown
-19.33%
Downside capture
78.00%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.