WhiteOak Capital Mid Cap Fund
Other options
The page shows the Growth option. The Regular plan’s other options have their own codes.
| Option | AMFI code | ISIN |
|---|---|---|
| Growth (this page) | 150583 | INF03VN01563 |
| IDCW | 150585 | INF03VN01589, INF03VN01571 |
Mid Cap Fund
WhiteOak Capital Mutual Fund
Open-ended. Launched on 7 Sep 2022.
- NAV
- Data delayed
- AssetsAssets The market value of everything the scheme holds, less what it owes, as the fund house discloses it at each month-end.
- ₹8,400 cr
- 30 Sep 2026
- SIP fromSIP Systematic investment plan: a fixed sum put into the scheme at regular intervals, usually every month.
- ₹100
- a month
- BenchmarkBenchmark The market index the fund house names in the SID as the measure the scheme is compared against.
- BSE 150 MidCap Total Return Index
- as the SID names it
- Riskometer
- Very High
- read by Felix on 28 Oct 2026
The SID and KIM are the final reference for every fact on this page.
The fund house also offers a Direct plan of this scheme, whose expenses are lower to the extent of the distribution commission.
Assets: the fund house’s month-end disclosure of 30 Sep 2026. Minimums: fund house documents, as read by Felix on 28 Oct 2026. Benchmark: the SID.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
What it is
SEBI’s rule for a Mid Cap Fund: at least 65% in shares of mid-cap companies. Source: SEBI
What the SID allows it to holdSID Scheme information document: the scheme’s offer document, which sets out its objective, asset allocation, risks and expenses.
Source: the SID’s asset allocation, from fund house disclosures.
Riskometer
The risk of the scheme is Very High
As read by Felix on 28 Oct 2026. Fund houses review this level every month, and the fund house’s latest disclosure prevails: Riskometer disclosures, WhiteOak Capital Mutual Fund
- Low
- Low to Moderate
- Moderate
- Moderately High
- High
- Very High
Benchmark: BSE 150 MidCap Total Return Index. Its riskometer is published monthly by the fund house: Riskometer disclosures, WhiteOak Capital Mutual Fund
Source: fund houses’ disclosures.
Who runs it
Ashish Agrawalsince 6 Jan 2025
Fund manager, arbitrage
Also manages WhiteOak Capital Aggressive Hybrid Fund, WhiteOak Capital Arbitrage Fund, WhiteOak Capital Balanced Advantage Fund, WhiteOak Capital Balanced Hybrid Fund, WhiteOak Capital Banking & Financial Services Fund, WhiteOak Capital Consumption Opportunities Fund, WhiteOak Capital Digital Bharat Fund, WhiteOak Capital Diversified Equity Small Cap Active FoF, WhiteOak Capital Dividend Yield Fund, WhiteOak Capital ELSS Tax Saver Fund, WhiteOak Capital Equity Savings Fund, WhiteOak Capital ESG Best-In-Class Strategy Fund, WhiteOak Capital Flexi Cap Fund, WhiteOak Capital Large & Mid Cap Fund, WhiteOak Capital Large Cap Fund, WhiteOak Capital Multi Asset Allocation Fund, WhiteOak Capital Multi Cap Fund, WhiteOak Capital Pharma and Healthcare Fund, WhiteOak Capital Quality Equity Fund, WhiteOak Capital Special Opportunities Fund
Dheeresh Pathaksince 1 Apr 2024
Assistant fund manager
Also manages WhiteOak Capital Aggressive Hybrid Fund, WhiteOak Capital Balanced Advantage Fund, WhiteOak Capital Balanced Hybrid Fund, WhiteOak Capital Banking & Financial Services Fund, WhiteOak Capital Consumption Opportunities Fund, WhiteOak Capital Digital Bharat Fund, WhiteOak Capital Dividend Yield Fund, WhiteOak Capital ELSS Tax Saver Fund, WhiteOak Capital Equity Savings Fund, WhiteOak Capital ESG Best-In-Class Strategy Fund, WhiteOak Capital Flexi Cap Fund, WhiteOak Capital Large & Mid Cap Fund, WhiteOak Capital Large Cap Fund, WhiteOak Capital Multi Asset Allocation Fund, WhiteOak Capital Multi Cap Fund, WhiteOak Capital Pharma and Healthcare Fund, WhiteOak Capital Quality Equity Fund, WhiteOak Capital Special Opportunities Fund
Piyush Baranwalsince 16 Aug 2022
Fund manager
Also manages WhiteOak Capital Aggressive Hybrid Fund, WhiteOak Capital Arbitrage Fund, WhiteOak Capital Balanced Advantage Fund, WhiteOak Capital Balanced Hybrid Fund, WhiteOak Capital Banking & Financial Services Fund, WhiteOak Capital Consumption Opportunities Fund, WhiteOak Capital Digital Bharat Fund, WhiteOak Capital Dividend Yield Fund, WhiteOak Capital ELSS Tax Saver Fund, WhiteOak Capital Equity Savings Fund, WhiteOak Capital ESG Best-In-Class Strategy Fund, WhiteOak Capital Flexi Cap Fund, WhiteOak Capital Large & Mid Cap Fund, WhiteOak Capital Large Cap Fund, WhiteOak Capital Liquid Fund, WhiteOak Capital Multi Asset Allocation Fund, WhiteOak Capital Multi Cap Fund, WhiteOak Capital Pharma and Healthcare Fund, WhiteOak Capital Quality Equity Fund, WhiteOak Capital Special Opportunities Fund, WhiteOak Capital Ultra Short Term Fund
Ramesh Mantrisince 16 Aug 2022
Fund manager, equity
Also manages WhiteOak Capital Aggressive Hybrid Fund, WhiteOak Capital Arbitrage Fund, WhiteOak Capital Balanced Advantage Fund, WhiteOak Capital Balanced Hybrid Fund, WhiteOak Capital Banking & Financial Services Fund, WhiteOak Capital Consumption Opportunities Fund, WhiteOak Capital Digital Bharat Fund, WhiteOak Capital Dividend Yield Fund, WhiteOak Capital ELSS Tax Saver Fund, WhiteOak Capital Equity Savings Fund, WhiteOak Capital ESG Best-In-Class Strategy Fund, WhiteOak Capital Flexi Cap Fund, WhiteOak Capital Large & Mid Cap Fund, WhiteOak Capital Large Cap Fund, WhiteOak Capital Multi Asset Allocation Fund, WhiteOak Capital Multi Cap Fund, WhiteOak Capital Pharma and Healthcare Fund, WhiteOak Capital Quality Equity Fund, WhiteOak Capital Special Opportunities Fund
Trupti Agrawalsince 7 Sep 2022
Assistant fund manager
Also manages WhiteOak Capital Aggressive Hybrid Fund, WhiteOak Capital Balanced Advantage Fund, WhiteOak Capital Balanced Hybrid Fund, WhiteOak Capital Banking & Financial Services Fund, WhiteOak Capital Consumption Opportunities Fund, WhiteOak Capital Digital Bharat Fund, WhiteOak Capital Dividend Yield Fund, WhiteOak Capital ELSS Tax Saver Fund, WhiteOak Capital Equity Savings Fund, WhiteOak Capital ESG Best-In-Class Strategy Fund, WhiteOak Capital Flexi Cap Fund, WhiteOak Capital Large & Mid Cap Fund, WhiteOak Capital Large Cap Fund, WhiteOak Capital Multi Asset Allocation Fund, WhiteOak Capital Multi Cap Fund, WhiteOak Capital Pharma and Healthcare Fund, WhiteOak Capital Quality Equity Fund, WhiteOak Capital Special Opportunities Fund
Bars on one scale, from the scheme’s launch. Other schemes A to Z. Source: fund house disclosures, as of 28 Oct 2026.
Codes and identity
from the SID and AMFI- Fund house
- WhiteOak Capital Mutual Fund
- SEBI category
- Mid Cap Fund
- Plan and option
- Regular plan – Growth
- Structure
- Open-ended
- Launched
- 7 Sep 2022
- AMFI code, Growth
- 150583
- ISIN, Growth
- INF03VN01563
- IDCW INF03VN01589, INF03VN01571
- Registrar
- CAMS
- Fund house website
- whiteoakamc.com ↗
ISINs of the IDCW options
WhiteOak Capital Mutual Fund
WhiteOak Capital Mutual Fund runs 23 schemes in their Regular plan: 14 equity, 2 debt, 6 hybrid, 1 other.
7 fund managers, in their current schemes for 2 years 3 months on average.
4 schemes launched in the last 12 months.
- All 23 schemes
- whiteoakamc.com
- Registrar: CAMS
Source: fund houses’ disclosures, as of 28 Oct 2026.
Buying and selling
- SIP from
- ₹100, as the KIM states it
- Entry load
- Nil, since 1 Aug 2009
- Stamp duty
- 0.005% of the amount invested, since 1 Jul 2020
- Applicable NAV
- That business day’s, when the application and the money reach the fund house by the 3 pm cut-off; after it, the next business day’s
- Redemption money
- Within 3 working days of the redemption request
Sources: the scheme’s KIM for the minimums; SEBI for the entry load, cut-off and redemption timeline; Ministry of Finance for stamp duty.
The category: Mid Cap Fund
All 34 schemesSchemes 25 to 34 of 34, A to Z; this scheme is marked.Schemes 30 to 34 of 34, A to Z; this scheme is marked.
| Scheme | Benchmark | Assets, ₹ cr (30 Sep 2026) | SIP from, ₹ | Launched |
|---|---|---|---|---|
| Samco Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 75 | Not reported | 2026 |
| SBI Midcap Fund | NIFTY Midcap 150 Total Return Index | 23,282 | 500 | 2005 |
| Sundaram Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 13,854 | 100 | 2002 |
| Tata Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 5,860 | 100 | 1994 |
| Taurus Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 138 | 500 | 1994 |
| The Wealth Company Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 172 | Not reported | 2026 |
| TRUSTMF Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 687 | Not reported | 2026 |
| Union Midcap Fund | BSE 150 MidCap Total Return Index | 1,906 | 500 | 2020 |
| UTI Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 11,920 | 500 | 2005 |
| WhiteOak Capital Mid Cap Fund | BSE 150 MidCap Total Return Index | 8,400 | 100 | 2022 |
| Scheme | Benchmark | Assets, ₹ cr (30 Sep 2026) | SIP from, ₹ | Launched |
|---|---|---|---|---|
| The Wealth Company Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 172 | Not reported | 2026 |
| TRUSTMF Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 687 | Not reported | 2026 |
| Union Midcap Fund | BSE 150 MidCap Total Return Index | 1,906 | 500 | 2020 |
| UTI Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 11,920 | 500 | 2005 |
| WhiteOak Capital Mid Cap Fund | BSE 150 MidCap Total Return Index | 8,400 | 100 | 2022 |
Show all 34 schemes
| Scheme | Benchmark | Assets, ₹ cr (30 Sep 2026) | SIP from, ₹ | Launched |
|---|---|---|---|---|
| Aditya Birla Sun Life Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 6,550 | 100 | 2002 |
| Axis Midcap Fund | BSE 150 MidCap Total Return Index | 33,528 | 100 | 2011 |
| Bandhan Mid Cap Fund | BSE 150 MidCap Index | 2,519 | 100 | 2022 |
| Bank of India Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 729 | Not reported | 2025 |
| Baroda BNP Paribas Midcap Fund | NIFTY Midcap 150 Total Return Index | 2,503 | 500 | 2006 |
| Canara Robeco Mid Cap Fund | BSE 150 MidCap Total Return Index | 4,993 | 1,000 | 2022 |
| DSP Midcap Fund | NIFTY Midcap 150 Total Return Index | 19,488 | 100 | 2006 |
| Edelweiss Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 19,230 | 100 | 2007 |
| Franklin India Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 12,156 | 500 | 1993 |
| HDFC Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 1,01,856 | 100 | 2007 |
| Helios Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 2,348 | 1,000 | 2025 |
| HSBC Midcap Fund | NIFTY Midcap 150 Total Return Index | 16,800 | 500 | 2004 |
| ICICI Prudential Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 7,961 | 100 | 2004 |
| Invesco India Mid Cap Fund | BSE 150 MidCap Total Return Index | 15,749 | 100 | 2007 |
| ITI Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 1,453 | 500 | 2021 |
| JM Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 1,303 | 100 | 2022 |
| Kotak Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 66,613 | 100 | 2007 |
| LIC MF Midcap Fund | NIFTY Midcap 150 Total Return Index | 369 | 200 | 2017 |
| Mahindra Manulife Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 5,058 | 500 | 2018 |
| Mirae Asset Midcap Fund | NIFTY Midcap 150 Total Return Index | 19,539 | 99 | 2019 |
| Motilal Oswal Midcap Fund | NIFTY Midcap 150 Total Return Index | 40,208 | 500 | 2014 |
| Nippon India Growth Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 50,176 | 100 | 1995 |
| PGIM India Midcap Fund | NIFTY Midcap 150 Total Return Index | 10,537 | 1,000 | 2013 |
| Quant Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 7,654 | 1,000 | 2001 |
| Samco Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 75 | Not reported | 2026 |
| SBI Midcap Fund | NIFTY Midcap 150 Total Return Index | 23,282 | 500 | 2005 |
| Sundaram Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 13,854 | 100 | 2002 |
| Tata Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 5,860 | 100 | 1994 |
| Taurus Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 138 | 500 | 1994 |
| The Wealth Company Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 172 | Not reported | 2026 |
| TRUSTMF Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 687 | Not reported | 2026 |
| Union Midcap Fund | BSE 150 MidCap Total Return Index | 1,906 | 500 | 2020 |
| UTI Mid Cap Fund | NIFTY Midcap 150 Total Return Index | 11,920 | 500 | 2005 |
| WhiteOak Capital Mid Cap Fund | BSE 150 MidCap Total Return Index | 8,400 | 100 | 2022 |
Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as read by Felix on 28 Oct 2026; benchmarks as each SID names them.
What changed
- 6 Jan 2025Ashish Agrawal became a fund manager
- 1 Apr 2024Dheeresh Pathak became a fund manager
- 8 Sep 2022Re-opened for everyday purchases
- 7 Sep 2022Launched
- 30 Aug 2022NFO closed
- 16 Aug 2022NFO opened
Source: fund house disclosures and SEBI.
Documents
KIM Key information memorandum: the short summary of the SID that comes with every application form.WhiteOak Capital Mutual Fund publishes the scheme’s documents on its website:
- Scheme information document (SID)
- Key information memorandum (KIM)
- Monthly factsheet
- Monthly portfolio disclosure
Felix links to the fund house’s own copies and never copies them.
Questions about this fund
Who manages it, and since when?
Piyush Baranwal, since 16 Aug 2022 (Fund manager); Ramesh Mantri, since 16 Aug 2022 (Fund manager, equity); Trupti Agrawal, since 7 Sep 2022 (Assistant fund manager); Dheeresh Pathak, since 1 Apr 2024 (Assistant fund manager); Ashish Agrawal, since 6 Jan 2025 (Fund manager, arbitrage). Source: WhiteOak Capital Mutual Fund’s disclosures.
What is the minimum SIP?
₹100 a month, as of 28 Oct 2026, from the fund house’s documents.
What is its benchmark?
BSE 150 MidCap Total Return Index, as the SID names it. Felix shows the benchmark by name only.
When was it launched, and what was it called before?
It was launched on 7 Sep 2022.
How do I invest in it?
Read the SID and KIM on WhiteOak Capital Mutual Fund’s website first. A mutual fund distributor can place your application in this scheme’s Regular plan. Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission.
What does “Regular plan – Growth” mean?
The Regular plan is the one bought through a distributor; its expenses include the distributor’s commission. In the Growth option, gains stay in the NAV and nothing is paid out.
Where are its documents?
On WhiteOak Capital Mutual Fund’s website: the scheme information document (SID), the key information memorandum (KIM) and the monthly factsheet.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Data on this page
| Block | Source | For |
|---|---|---|
| Assets | Fund houses’ disclosures, at month-end | 30 Sep 2026 |
| Minimums | Fund house documents, as read by Felix | 28 Oct 2026 |
| Riskometer | Fund houses’ disclosures, as read by Felix | 28 Oct 2026 |
| Asset allocation | The SID, from fund house disclosures | 28 Oct 2026 |
| Fund managers | Fund house disclosures | 28 Oct 2026 |
Something wrong or out of date? Report an error
When you are ready, invest with a person.
The SID and KIM are the final reference for every fact on this page.