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WhiteOak Capital Mid Cap Fund Regular Plan Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

WhiteOak Capital Mid Cap Fund Regular Plan Growth - Investment Information

  • ₹18.18 (1.25%)

    Current NAV 22-11-2024

  • 36.98%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Investment Objective

The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.

Basic Details

Key Information About Investing Details.

Investment Details

Check the Fund’s General Information

  • Fund size2118.06 Cr.
  • Min. Investment₹ 500
  • Min. Sip Inv.₹ 100
  • Min. Addl Inv.₹ 500
  • Expense Ratio1.97%
  • Turn over0.0%
  • Exit LoadExit load of 1%, if redeemed within 1 month.

Fund Managers

Details of Managers and their Experience

Piyush Baranwal-manager-image
Piyush Baranwal

Fund Manage : 9

Total AUM. : ₹5,379 Cr.

Ramesh Mantri-manager-image
Ramesh Mantri

Fund Manage : 10

Total AUM. : ₹0 Cr.

Trupti Agrawal-manager-image
Trupti Agrawal

Fund Manage : 7

Total AUM. : ₹0 Cr.

Shariq Merchant-manager-image
Shariq Merchant

Fund Manage : 5

Total AUM. : ₹2,133 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

  • AMCWhiteOak Capital Mutual Fund
  • Emailcustomerservice@whiteoakamc.com
  • Office No022-6918 7607
  • Websitehttps://mf.whiteoakamc.com
  • AddressUnit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi Mumbai 400025
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  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.

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