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WhiteOak Capital Mutual Fund

WhiteOak Capital Mid Cap Fund

🐝 Busy BeeMid CapEquity
NAV 27 Oct 2026₹20.59+1.39% on the day
1 year+2.4%category -2.4%
3 years+18.6%a year, category +14.1%
5 yearsnot yetfund is 4.1 years old
Since launch+18.9%a year, from 8 Sep 2022

How ₹10,000 has grown

Net asset value of the Regular plan, growth option. Daily history from AMFI.
₹10,239is what ₹10,000 put in on 27 Oct 2025 is worth today+2.4% (2.4% a year)
22.520.919.2317.58Oct 2025Jan 2026Apr 2026Jul 2026Oct 2026
Source: AMFI via api.mfapi.in. As on 27 Oct 2026.

Returns

Point to point, as on 27 Oct 2026. Periods of a year or more are annualised. Category is the average of the 29 open-ended Regular growth Mid Cap funds on AMFI’s list.
PeriodThis fundCategoryRank
1 month-4.7%
6 months+2.2%
This yearsince 31 Dec+2.7%
1 year+2.4%
a year
-2.4%
a year
2 of 29
3 yearsannualised+18.6%
a year
+14.1%
a year
3 of 27
5 yearsannualisednot old enough+12.0%
a year
10 yearsannualisednot old enough
Since launch8 Sep 2022+18.9%
a year

If you had run a SIP

₹10,000 on the first NAV date of every month, annualised return (XIRR) to 27 Oct 2026.
3 years+9.7%₹3.6 lakh invested, a year
5 yearsnot yetfund is 4.1 years old
10 yearsnot yetfund is 4.1 years old

Year by year

Calendar-year returns, last NAV of each December.
+42%2023
+33%2024
+5%2025
+3%2026

How bumpy the ride has been

Computed from the fund’s own price history. This is a description of past price behaviour, not the SEBI riskometer.
LowModerateHighVery high

High swing. Real swings. Expect years where it falls by a fifth or more before it recovers.

Volatility15.9%annualised, 3 years
Worst fall-19.7%Dec 2024 to Apr 2025
Recovery5 momonths back to the old high
1-year windows positive100%of 38 rolling one-year periods
Worst 1 year+0.1%any 12-month window
Best 1 year+55.9%any 12-month window

Fund facts

From AMFI’s scheme master.
Fund houseWhiteOak Capital Mutual Fund
CategoryMid Cap
Theme on CrowwdBusy Bee
Launched8 Sep 2022 (4.1 years)
Plan and optionRegular, Growth
ISININF03VN01563
AMFI scheme code150583
52-week range₹17.5800 to ₹22.52
Same theme

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Crowwd Network India Private Limited is an AMFI-registered Mutual Fund Distributor, ARN-364802. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. This page describes how WhiteOak Capital Mid Cap Fund has behaved using NAV history published by AMFI; returns are of the Regular plan, growth option, and past performance does not guarantee future returns. It is information, not advice, and no fund is recommended to you. Category averages and ranks are computed by Crowwd across the open-ended Regular growth schemes in the same AMFI category and are not official rankings.

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