WhiteOak Capital Mid Cap Fund Direct Growth

Scheme code: INF03VN01597 NAV value: ₹ 19.1810 NAV date: 19 March, 2026 TER: 0.64%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	1.29	61.86	26.43	30.15	15.28
3 year	25.66	29.63	27.27	27.23	21.43

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.67	29.34	7.42	30.15
3 year	15.3	43.58	27.78	27.23
5 year	7.91	39.21	20.09
7 year	13.5	21.86	17.81
10 year	16.87	18.91	17.89

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	28.08	6.29	30.15
3 year	14.23	41.28	26.95	27.23
5 year	6.48	37.55	19
7 year	12.21	21.09	16.46
10 year	15.45	17.15	16.3

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	27.36	5.68	30.15
3 year	13.61	40.17	26.17	27.23
5 year	8.66	36.78	20.21
7 year	13.58	21.55	17.84
10 year	-2.62	18.41	4.88
12 year	5.38	16.18	11.75
15 year	8.06	15.35	11.83

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.61	26.07	0.25	30.15
3 year	14.52	42.73	29.83	27.23
5 year	12.34	40.38	25.7
7 year	17.57	27.09	22.54
10 year	20.31	22.09	21.2

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.9	19.63	1.22	30.15
3 year	4.76	26.92	14.86	27.23
5 year	6.69	25.56	15.33
7 year	8.9	16.84	13.58
10 year	12.86	14.33	13.59

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,68,420 - Absolute Returns: ₹1,68,420 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹50,30,916 - Absolute Returns: ₹14,30,916 - CAGR: %

Max Drawdown

-19.33 %

Drawdown Duration

4 months

Recovery Time

3 months

Avg Drawdown

-3.17 %

1 Y

1.5598

3 Y

1.4087

vs NIFTY MIDCAP 150

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	3.14	0.89	89.5	85.3	14.35 %	11.76 %
3 years	6.27	0.90	91.9	85.2	26.05 %	21.26 %
5 years	3.34	0.89	90.8	84.7	13.56 %	10.69 %
7 years	2.10	0.89	90.8	84.7	9.51 %	7.53 %
10 years	1.21	0.89	90.8	84.7	6.56 %	5.21 %
12 years	0.88	0.89	90.8	84.7	5.44 %	4.32 %
15 years	0.55	0.89	90.8	84.7	4.33 %	3.44 %