WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option
Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From WhiteOak Capital Mutual Fund. It's been running since 8 Sep 2022.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 25 other funds in Equity Schemes - Mid Cap Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 5 of last 5 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option against other mid cap funds.
Technical details (for the pros)
Fund info
- Fund house
- WhiteOak Capital Mutual Fund
- Category
- Equity Schemes - Mid Cap Fund
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- INF03VN01605
- ISIN (Div re-invest)
- INF03VN01613
- Fund code
- 150582
- First price on record
- 8 Sep 2022 · 983 daily prices
About WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option
WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option is a Equity Schemes - Mid Cap Fund offered by WhiteOak Capital Mutual Fund under the Direct plan with the IDCW option. It has approximately 4 years of NAV track record. The fund falls in the mid cap category — Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.
The current NAV of WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option is ₹23.6280 (as of 4 Sep 2026). Historically, it has delivered 17.14% over the last year, 22.87% CAGR over 3 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 15.9% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 19.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option?+
The latest NAV of WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option is ₹23.6280 as of 4 Sep 2026, down 0.34% from the previous day. NAV is updated once a business day after the market close.
What are the returns of WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option?+
WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option has delivered 1-year return 17.14%, 3-year CAGR 22.87%, since-inception CAGR 23.81%. Returns are historical and don't predict future performance — markets move in cycles.
What category does WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option belong to?+
WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option is categorised as Equity Schemes - Mid Cap Fund. Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.
How risky is WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option?+
Based on its 3-year annualised volatility of 15.9%, WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option a direct plan?+
WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option?+
WhiteOak Capital Mid Cap Fund - Direct Plan - IDCW Option has NAV history available from 8 Sep 2022 — approximately 4 years of track record and 983 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.