WhiteOak Capital Mid Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.0%
Sharpe Ratio0.40
Beta0.94
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Clearing Corporation Of India LtdUtilities5.27%
Max Financial Services LtdFinancial Services3.74%
Bharti Hexacom LtdServices3.52%
Persistent Systems LtdTechnology3.51%
Coforge LtdTechnology3.18%
The Federal Bank LtdFinancial Services2.74%
PB Fintech LtdFinancial Services2.62%
Tube Investments of India Ltd Ordinary SharesCapital Goods2.55%
Hitachi Energy India Ltd Ordinary SharesCapital Goods2.34%
Max Healthcare Institute Ltd Ordinary SharesServices2.17%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.87%
Exit Load1
Regulatory & Tax Information
INF03VN01563
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)