mid capHigh risk

WhiteOak Capital Mid Cap Fund - Direct Plan - Growth 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.

Latest price per unit

₹23.628

▼ 0.34% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.17 L

▲ ₹17.2k gain · 17.2% / year

Invested 3 years ago

₹1.85 L

▲ ₹85.5k gain · 22.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

15.9%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-19.33%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year17.16%

CAGR — 3 years22.87%

CAGR — 5 years—

CAGR — since launch23.81%

Volatility — 1 year (annualised)14.28%

Volatility — 3 years (annualised)15.92%

Max drawdown — 1 year-14.04%

Max drawdown — 3 years-19.33%

Sharpe ratio — 1 year (rf=6%)0.71

Sharpe ratio — 3 years (rf=6%)0.95

Fund info

Fund house: WhiteOak Capital Mutual Fund
Category: Equity Schemes - Mid Cap Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF03VN01597
ISIN (Div re-invest): —
Fund code: 150584
First price on record: 8 Sep 2022 · 983 daily prices

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.